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Mastery Program: Applying Purposeful Planning to Family Entities and Succession Planning

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Facilitator: John A. Warnick, Esq., Founder of Purposeful Planning Institute

Description: This session is part of the Purposeful Trusts & Legacies Mastery Program.  We will explore how you can use the Keys of Purposeful Trusts & Gifts in family business planning.  Plus, we will review several Purposeful Visioning Exercise which were developed to facilitate the process of applying purposeful planning to family entities and succession planning.

Introduction to Your Instructor

John “John A” Warnick, Founder of the Purposeful Planning Institute, Fellow of the American College of Trust & Estate Counsel and author of the Purposeful Trust & Legacies 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 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.”

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 Carter Center Philanthropy Council and the Multidisciplinary Teaming and Professional Collaboration Committee of the National Association of Estate Planners and Councils.  His most recent publications include “Generative Trusts & Trustees: A New Paradigm for Design and Administration”, “Innovate or Die”, and  “Selecting a Trust Situs in the 21st Century”.  Mr. Warnick received a BA magna cum laude from Brigham Young University and his JD from George Washington University with honors.

Member Webinar Access

PPI Members are welcome to participate in the Mastery Program at no extra charge, however, because of the interactive nature of these sessions pre-registration is required for live participation.  If you have registered for this series you will receive an email with the handouts and the access information prior to each session. Please contact us for more information or to register today.