Purposeful Trusteeship: How Adopting a Strategy of Enhancement Can Practically Improve Outcomes for Trust Beneficiaries and Their Trustees

December 12, 2023

at 12:00 pm EST

Guest Speaker(s):
Lindsay Pope, Purposeful Planning & Trusts, PPI Dean of The Trustscape
John A. Warnick, Esq., Founder, Purposeful Planning Institute

Trusts are designed for beneficiaries to benefit.  However, the trust design process is more often weighted more toward the needs of grantors than beneficiaries.  In this webinar, Lindsay Pope, PPI’s new Dean of the Trustscape will consider ways a trustee can positively influence outcomes for beneficiaries in trust systems where no purposeful intention has been expressed.  Lindsay will shine a light on the trusteeship function and share observations on ways a more qualitative style of trusteeship can enhance outcomes not only for beneficiaries but also for trustees.

Introduction to our Guest Speaker(s)

Lindsay Pope facilitates purposeful trusts and legacies for private clients, trustees and beneficiaries and their professional advisers. As a committed purposeful planning practitioner, he independently consults on helping transition wealth in a way which positively impacts trust and legacy outcomes. Lindsay is a long- time champion for improving trusteeship standards and speaks, authors & mentors on purposeful trust governance and legacy planning best practice. With over 45-years’ experience in professional trusteeship and private client services, his experience includes national roles for trustee standards, estate management, philanthropy, high value and complex appointments with a nationwide trustee in New Zealand.

Lindsay serves as Dean of the Trustscape with the Purposeful Planning Institute and President of the Estate and Taxation Planning Council of New Zealand.


Webinar Host

John A Warnick

John A. Warnick, who family, friends, and clients know as “John A,” describes himself as a “recovering tax attorney.” After practicing for thirty years as a tax and legal advisor to wealthy families, he left the large law firm he was a partner in to pursue his passion of assisting clients transition their wealth more purposefully. He works with clients and their team of advisors to ensure that the impact of their technical planning will be a positive force in the lives of the rising generations of their family. His blog, Seedlings, provides suggestions on powerful but easy ways in which we can create non-financial legacies for our families and communities.

John A has been on what he describes as the path to Purposeful Planning Mastery for almost twenty years. There are many technical and professional mentors he is indebted to. But he is quick to point out, “My greatest teachers have been my clients. It is through them I discovered the secrets for producing not just tax-wise plans but plans that promote family harmony, individual growth and long-term preservation of family wealth.”

John A is a Fellow of the American College of Trust and Estate Counsel. He has served as the Philanthropic Editor of the Journal of Practical Estate Planning and serves on the Carter Center Philanthropy Council and the Multidisciplinary Teaming and Professional Collaboration Committee of the National Association of Estate Planners and Councils. His publications include “Generative Trusts & Trustees: A New Paradigm for Design and Administration,” “Innovate or Die,” and “Selecting a Trust Situs in the 21st Century.” He graduated magna cum laude from Brigham Young University with a Bachelor of Arts and received his JD from George Washington University, graduating with honors.

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