The Journey of Successful Wealth Transfer
April 30 @ 12:00 pm - 1:00 pm EDT
- David R. York, Esq., CPA, Managing Partner of York Howell & Guymon, PPI Dean of Legacy
- Tina Lovejoy, Director of Entrusted Planning, York Howell & Guymon
Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute
Description: The successful transfer of wealth begins by asking three essential questions. The answers to these questions will determine how to engage with a burgeoning number of clients who are ready for a different approach to their planning journey.
Introduction to Our Guest Speakers
David R. York, Esq. CPA is a Co-Founder and Managing Partner of the Salt Lake City law firm York Howell & Guymon. He has extensive experience in designing and implementing advanced tax and estate planning strategies for high net worth clients, along with non-profit and business planning counsel. He is a Fellow with the American College of Trust and Estate Counsel (ACTEC), a member of the Utah State Bar Budget and Finance Committee, and former Chair of the Utah State Bar Estate Planning Section. Noted as a Mountain States Rising Star in Super Lawyers Magazine, Utah Legal Elite in Utah Business Magazine and as a Top-Rated Lawyer in Trusts & Estates with Martindale-Hubbell, David has successfully represented clients before the Internal Revenue Service at all levels (Audit, Appeals, and Tax Court) and is a member of the Utah State Bar, the Alaska State Bar, the Utah Association of CPAs and the Estate Section of the Utah State Bar. York Howell & Guymon was one of Utah’s Fast 50: Emerging 8 companies in 2016 and is on Inc. 5000’s Fastest Growing Companies in America. Noted for his highly relational speaking style, David speaks regularly around the nation at events including Million Dollar Roundtable, Institute for Family Governance, Valmark Member Summit, and Investments and Wealth Institute. His articles have appeared in Trusts and Estates Magazine and Investments and Wealth Monitor. David York is the creator of the Rivets™ Core Values card game and co-author of Entrusted: Building A Legacy That Lasts and Riveted: 44 Values That Change the World.
Tina Lovejoy is the Director of Entrusted Planning at estate planning law firm York, Howell & Guymon in Salt Lake City, Utah. She facilitates core values sessions and workshops for individuals, families, businesses, and non-profits. Tina draws from her background in writing, marketing, and opera to help high capacity families and businesses unearth their core values through a language lens. She then helps clients integrate their themes into their estate planning, charitable giving, business succession planning, and team building efforts.