Generative Trusts and Trustees

By John A. Warnick.

A new paradigm for design and administration




I’ve been concerned about the emotional and relational impact of trusts since I had a professionally jarring encounter in 2001 with a beneficiary of an irrevocable trust established by her grandfather. The dependency, disempowerment and entitlement I witnessed led me to ask, “Is there a better way?” 


There’s a better way to think about the purpose and meaning of trusts that still honors the legal roles and responsibilities but lifts the influence of the trust to the point it becomes a generative (positive) influence in the lives of beneficiaries. The generative trust and generative trustee are that better way. 




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About the Purposeful Planning Institute

The Purposeful Planning Institute (PPI) is a learning center for professionals interested in mastering the Purposeful Planning process, exploring best practices for legacy families and families in business as well as cutting edge processes and techniques. 


Our members are professionals from a broad spectrum and include lawyers, financial advisors, wealth managers, trust officers, planned giving experts, and psychologists, and more. This multidisciplinary virtual community exemplifies a unique spirit of professional collaboration


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