Join webinar co-hosts Kirby Rosplock and Lindsay Pope and their guest, Mark Shiller, who will discuss best practices employed by trustees to prepare and empower beneficiaries for the responsibility of wealth ownership. In this conversation Kirby, Lindsay and Mark will share current trends for beneficiary care and consider the impact of Delaware’s legislation enacting the Beneficiary Well-being Trust.
Mark Shiller works with business owners, professionals, senior executives and other individuals, couples and families who appreciate his thoughtful and creative approaches to their often complicated personal, estate, trust, tax and wealth planning challenges. His deeper engagements involve the identification and leveraging of a family’s personal, financial and moral capital, and family system strengths and weaknesses, to inform and direct the achievement of multi-generational planning goals. Success in this effort is not just measured in taxes avoided or how long the money might last, but in the support and mentoring of productive “Next Gens” and effective and efficient succession of ownership and management of family businesses and wealth.
Mark seeks to educate, inform and empower others, as represented by his inclusion as a faculty member of the National Trust School of the American Bankers Association and as an adjunct professor at the University of Wisconsin Law School. He is a sought-after speaker, consistently receiving high marks for his humor and ability to engage professional and general audiences on complicated technical and personal topics alike. In 2024, he released “How to Not Ruin Your Kids with Money,” an outgrowth of his speaking and work on the topic. In addition, as a part of Mark’s 20-year plus career as a professional improv comedian, he also consults and provides training for organizations, including Fortune 100 organizations, on developing a collaborative culture, addressing intergenerational communication issues, and many other topics.
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