Purposeful Trusts & Legacies: How Do We Purposefully Move Away From the “Tax Tail Wags the Rest of the Estate Plan”

Date: Tuesday, June 9, 2020
Time: 11:15am - 1:00pm
Location: The Jewish Community Center
Speaker: John Warnick, JD

John “John A” Warnick, is the Founder of the Purposeful Planning Institute and author of the Purposeful Trust & Gift Handbook.  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 make non-financial gifts to our families and communities. John A has prepared himself for this professional service through a long-term collaboration with a team of wealth psychologists, family wealth counselors and family business consultants. But he is quick to point out “my greatest teachers have been my clients. It is through them I discovered the formula for producing not just tax-wise plans but plans that promote family harmony, individual growth and long-term preservation of family wealth.”  Mr. Warnick 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 Board of Directors of the International Association of Advisors in Philanthropy. Mr. Warnick co-authored "Selecting a Trust Situs in the 21st Century" as well as numerous professional journal and law review articles. Mr. Warnick received a BA magna cum cum laude from Brigham Young University and his JD from George Washington University with honors.

Venue:

Levin Hall inside the Jewish Community Center located at 6007 Oreg Avenue in Boulder.  See link for directions. Check in and networking will start at 11:15 a.m., and the buffet will be open for lunch by 11:30.  The business meeting will commence at 11:45, just before the 12:00 start time for the speaker.

Program:

We all know that 99+% of our clients no longer need or want a “Tax Tail Wags the Rest of the Estate Plan”.  What very few attorneys and estate planning strategists know is that there is a Better Way to keep your practice vibrant AND offer clients a more meaningful, positive and sustainable estate planning experience.  It’s called Purposeful Trusts & Legacies.

John "John A" Warnick, an ACTEC fellow and founder of the Purposeful Planning Institute, will share the secrets of Purposeful Trusts & Legacies, an exciting and revolutionary concept which is transforming the way we design, draft and implement estate plans.    

CE credit status:  CPA, CFP, CLE, CLU: Pending.  Designed for CPAs, attorneys, financial planners, CLUs, ChFCs, and others practicing in the estate planning field. Pre-requisites - none; program level- advanced; advance preparation: none; delivery method: lecture/group study; recommended credit: 1 hour.

Related Document(s):

Login now to register for this event.

Add to My Outlook Calendar (see Google Calendar Instructions)

Login now to see a list of event attendees.

See Upcoming Event Calendar