Providing Tax Advice, Purposeful Trusts and
Who We Are
For almost eleven years John A. Warnick was a partner with a large law firm headquartered in the Western U.S., where he chaired that firm’s Private Client Service Group. In early 2010 Mr. Warnick left that firm to launch the Law Office of John A. Warnick. Mr. Warnick’s law practice focuses on what he calls Purposeful Trusts and Purposeful Planning. Mr. Warnick’s Seven Keys of Purposeful Trusts and Six Paradigms of Purposeful Planning are revolutionizing the way estate plans are designed and implemented. These concepts ensure that the impact of the family’s affluence will be a positive force in the lives of the rising generations.
Mr. Warnick, whose family, friends and clients know him as “John A”, emphasizes multi-generational trust and tax planning in his law practice. Mr. Warnick balances his enthusiasm for tax savings with insightful questions which insure the planning is congruent with the client’s vision and values.
Your Partner in Transitioning Wealth, Legacy, Philanthropy Matters, Vision & Values
At The Law Office of John A. Warnick our vision of estate planning differs from the traditional model of collecting data and creating form documents. Instead of a traditional set of cold, brittle, and generic legal documents, devoid of love, appreciation, wisdom, and thoughtful counsel, Purposeful Planning leverages the client’s life story and wisdom. It transforms the sterility of legal documents by capturing the client’s voice, vision and purposes. The result is so powerful it often produces tears at the signing ceremony as the client realizes how positively their influence and legacy will be felt 20, 50 or 100 years into the future.
John A. Warnick designs and implements Purposeful Plans accomplish your objectives while preserving family harmony, and providing smooth asset transitions. Creating your estate plan is one of the most important steps you can take to protect yourself and your loved ones and when done purposefully it is act of love and kindness to provide for the future benefit of one’s family and favorite charities.
- Purposeful Estate Planning
- Purposeful Trust Planning
- Philanthropy Planning
- Family Retreats
- Family Leaders & Stewards Planning
“My clients develop a very close working relationship of trust with John and as a result, the outcomes are most meaningful and relevant. I highly recommend John as the ultimate Servant Advisor.”
– David Cohn, Collaborative Catalyst,
David Cohn & Associates, Inc
“John A. Warnick is a exceptionally-gifted professional. He and I share a passion to help families successfully transition wealth of every kind from one generation to the next. We have worked together in workshops and consulting arrangements. John has spent many years observing the pitfalls of family wealth transfer and is a ready source of new ideas, background and resources. The most impressive aspect of John’s work to me is his ability to articulate complex ideas in simple ways, and to help people see what is important. I highly recommend John for any engagement.”
– James Smyth, Attorney, Crotty & Smyth