Recent Thoughts Concerning the Trustscape
September 24 @ 12:00 pm - 1:00 pm EDT
Guest Speaker: Hartley Goldstone, Principal of Trustscape LLC, Research Fellow at Wise Counsel Research Associates, and PPI Dean of the Trustscape
Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute
Introduction to Our Guest Speaker
Hartley, PPI Dean of the Trustscape, has guided many who are living with trusts to successfully adapt to key roles, while deepening their understanding of trust-related relationships and responsibilities. Trust creators, trustees and beneficiaries have learned valuable skills and gained the confidence to actively contribute to the long-term success of intergenerational wealth transfer.
Following 25 years as an attorney, senior trust officer, and advisor to clients of a multifamily office, Hartley founded Trustscape LLC in 2009. In 2010, Hartley launched the Beneficiary and Trustee Positive Story Project to collect stories told by beneficiaries and trustees who – with compassion and wisdom – have successfully navigated challenges in the midst of complexity. Two years later, he published TrustWorthy, a collection of 25 such real-life stories. In 2013, the Positive Story Project became the theme of his online column for the journal Trusts & Estates.
Hartley co-authored Family Trusts: A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators (Wiley 2016), which is a practical guide to passing on wealth in ways that enrich the lives of all who are involved.
Hartley has presented at the Purposeful Planning Institute Rendezvous (where he serves on the Council of Deans) multiple times, as well as conferences of the Family Office Exchange, Institute for Private Investors, Society of Trust and Estate Professionals, Attorneys for Family Held Enterprises, Private Wealth Network (Australia), American College of Trust and Estate Counsel, The American Bankers Association National Trust School, and many others.