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 Goldstone, J.D., MBA (Speaker, Author, Advisor to Institutional and Private Trustees, Advisor to Beneficiaries in all stages of life) delights in being surprised by profound questions, having served families for 30 years as attorney, trust officer and—in recent years—consultant and personal coach.
His approach can be summed up as: Providing tools to make trust relationships work better (and his premise is that no two trustscapes are identical).
What Hartley won’t talk about: taxes, compliance, the latest regulations, jurisdictional issues, and the whole host of other specialized, technical topics that create fees for the experts and headaches for families.
What he will explore: an approach that gives full weight to the proposition that trusts are a relationship among human beings in a legal setting, and NOT a legal relationship that happens to involve human beings.