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Trusts for Non-Lawyers: How advisors can talk to clients and colleagues about trusts

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June 14th at Noon ET / 11:00am CT (60 minutes)

Guest Speaker: Timothy J. Belber, JD, AEP, Founder & Principal of The Alchemia Group LLC, PPI Dean of Fusion

Description:  We have an alphabet soup of terms used to described trusts -SLAT, QPRT, QTIP, ILIT, IDGT, CLAT, GRAT and so on. And we we have a whole cast of characters – Grantor, Trustee, Special Trustee, Independent Trustee, Trust Protector, Trust Advisor etc. In reality all trusts are  built on the same foundation. Join PPI Dean of Fusion, Tim Belber, JD, AEP for a conversation around trusts and how you can deconstruct them and demystify the benefits.

Introduction to Our Guest Speaker

Tim Belber followed a challenging path to reach his unique approach to and view of family wealth. Growing up in a family with limited resources, he learned the meaning of true gratitude and developed a lifelong determination to make the most of himself and what he had. Blessed with innate discipline, intelligence, and wide-ranging curiosity, he has dedicated himself to helping self-made families align the power of their intangible assets with the practical application of financial and legal strategies

Tim cultivated leadership, planning, and execution skills in military school – the same environment that taught him never to make excuses and always to be prepared. He went on to earn a business degree from the Wharton School at the University of Pennsylvania. Although his education prepared him for a career on Wall Street, he knew intuitively that the market wouldn’t satisfy his curiosity or make use of his natural people skills.

In 1978 he began working with self-made families, offering them a different, more expansive way of thinking about wealth. This experience stimulated his desire to counsel people it also led him to earn a law degree from Seton Hall University – attending classes at night while working full-time. “When people achieve financial success,” Tim says, “they’re confronted with an entire industry dedicated to scaring them about the bad things that can happen if they if they don’t continually worry about protecting what they have built. I encourage my clients to focus on positive possibilities and the underlying potential in family members. Instead of guarding against things that go bump in the night, we work together to ask, what are the opportunities? Don’t just build a moat around your castle – let’s accomplish something! I’m excited about the humanity that’s involved in the creation of a multi-generational wealth plan. Money means something different to every person. I help clients connect their own unique vision for the future with the most sophisticated and appropriate tools to achieve those goals in the most principled, ethical way.”

Tim’s holistic approach to wealth and money is built on the notion that each client possesses five kinds of capital: Human, Intellectual, Social, Spiritual, and Financial. “We start by setting aside the financial, and talking about the other four capitals – what’s most important to each person and family. Then we design a structure to support that vision. We keep circling back to the core question: what can I do to enhance my life and that of my family? That’s where the ‘aha! moments’ happen.

Too many advisors just want to talk about the tools of their trade. But when you start with a vision and an expansive understanding of what’s possible, the results can be tremendous. As people grow more determined to live meaningful, centered lives, interest in Tim’s approach has increased. He is a sought-after speaker and advocate for incorporating ethics and values into long-term financial and estate plans. He has authored several articles on these topics and has been quoted in periodicals including the Wall Street Journal. He is a member of the Society of Financial Service Professionals, the Legacy Wealth Coach Network, and a founding member of the Copper Beech Tree Society, a think tank, and the Collaboration for Family Flourishing. Tim is also an Adjunct Professor of Graduate Estate Planning at the American College and holds the Charles E. Drimal Estate Planning Professorship Chair for 2021.

Curiosity and enthusiasm for life have led Tim to a wide range of long-standing passions. He speaks passable Italian, is an avid photographer, fisherman and cyclist, loves to read and travel, and, with his wife of 42 years, Donna, has been friend and guardian of numerous dogs. Above all, he is dedicated to exploring possibilities.

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June 14

@ 12:00 pm

1:00 pm