February 20, 2019 – Purposeful Trust & Legacies: Is This What Clients really Want in Today’s Non-Tax Climate?

Sponsored by the Estate Planning, Elder Law, Trust & Probate Section

Date: February 20, 2019
Time: 12-1:00 p.m. (Mountain Time)
Cost: $30.00
Discounted Price for Estate Planning, Elder Law, Trust & Probate Section Members: $15.00 – please contact Marie Ellis at (307) 432-2103 for your discount code. CLICK HERE to join the section.
Credit Approval: 1 CLE Credit including 1 Ethics Credit

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In this webinar on Purposeful Trusts & Legacies, long-time Wyoming bar member and founder of the Purposeful Planning Institute, John “John A” Warnick, will share with us the secrets of Purposeful Trusts & Legacies, an exciting and revolutionary concept which is transforming the way we design, draft and implement estate plans. Mr. Warnick will first share two recent market surveys which address what clients want from their estate planning experience. Then, he will offer three simple suggestions on how lawyers can easily incorporate one of the keys of Purposeful Trusts & Legacies into their estate planning process. He’ll also be sharing with us client exercises and sample documents that illuminate what some of the possibilities are.

Faculty

Until 2009 John A. Warnick was a partner in the Denver office of a large regional law firm where he chaired that firm’s Private Client Services Group. In early 2010 he launched the Purposeful Planning Institute, a community of estate planning attorneys, financial planners, CPAs, trustees, wealth psychologists, and family business consultants who want to ensure that the impact of their technical planning will be a positive force in the lives of each generation of their client families. John A. is a Fellow of the American College of Trust and Estate Counsel, serves on NAEPCs Multidisciplinary Teaming and Professional Collaboration Committee, and speaks frequently to Estate Planning Councils, bar associations, financial planning audiences and family business centers.

 

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