PPI members have access to weekly teleconferences and webinars with Thought Leaders and Industry Innovators. These interactive conversations introduce us to cutting edge ideas and emerging best practices for professional advisors serving legacy families and families in business. Not a member? Contact us to request guest access to an upcoming teleconference or join today!
Events Search and Views Navigation
Upcoming PPI Events and Webinars
John A. Warnick, Esq., Founder, Purposeful Planning Institute
John A. Warnick will examine the question of whether well-being triggers generosity or generosity unleashes well-being and happiness. We'll consider the 9 casual relationships between generosity and individual well-being and explore what the research demonstrates the benefits of a generosity practice are. Finally, we'll tackle the question of how we can apply this research and findings to our work with legacy families and families in business.Find out more
L. Paul Hood, Jr., JD, Speaker/Author/Consultant, PPI Dean of the Cutting Edge
Grantor trusts are ubiquitous in estate planning, but significant uncertainty still exists amongst practitioners about the “right” powers to make the trust a grantor trust for income tax purposes. In this program, Paul Hood will conduct an exhaustive analysis of the power to swap assets with a grantor trust, which two revenue rulings made much more common in use.Find out more