We are excited to announce that our 2025 seminar will be led by David R. York, Esq., CPA, Attorney, Certified Public Accountant, and Managing Partner with the Salt Lake City law firm of York Howell. York will discuss A Two-Pronged Approach to Future-Proofing Your Practice: Estate Planning for Modern Values & Embracing Holistic Wealth for Multigenerational Success, an enlightening discussion on the changing landscape of wealth and preparing to navigate it with successful client relations.
Estate Planning for Modern Values
The traditional views on estate planning and inheritance have significantly shifted, especially with the Baby Boomer generation. As professional advisors, understanding these evolving perspectives is essential. This presentation will offer practical recommendations on how you, as the trusted advisors, can adapt to the new landscape, ensuring you meet the goals and desires of your modern clients and their family’s goals and desires. Learn how to guide your clients through these changes to maintain relevance and effectiveness in your practice.
Embracing Holistic Wealth for Multigenerational Success
Today’s wealth management practices are often built on assumptions: wealth is purely financial, more financial transfer is better, and estate planning starts with an estate planner. It is crucial to challenge these assumptions as advisors. This keynote will explore the limitations of these conventional approaches and provide innovative solutions. It will focus on the importance of capturing and transferring human capital, maximizing the benefits of financial wealth transfer, and utilizing excess resources effectively. Additionally, it will outline the Seven Disciplines that successful families follow to transfer holistic wealth across generations, providing you with actionable insights to enhance client relationships.
Registration Coming Soon!
About David York, Esq.
David R. York is an Attorney, Certified Public Accountant and Managing Partner with the Salt Lake City law firm of York Howell. David practices law in the areas of estate planning, tax, business planning, and non-profit entities. He is a Fellow with the American College of Trust and Estate Counsel (ACTEC) and is the Dean of Legacy with the Purposeful Planning Institute. David has extensive experience in designing and implementing advanced wealth planning strategies for ultra high net worth clients. He also has extensive experience working with charitable planning, purpose trusts, private trust companies, and advanced trust planning. David has spoken to hundreds of public groups and professional organizations, including Ted, Q Commons, Stanford University, the Purposeful Planning Institute, Million Dollar Roundtable, AALU National Conference, Hawaii Tax Institute, and Investments & Wealth Institute.
He is the co-author of three books, The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World, Entrusted: Building a Legacy That Lasts and Riveted: 44 Values that Change the World. He has also written for Trusts & Estates Magazine, Estate Planning Magazine and Investments and Wealth Monitor. In 2017, YHG was recognized as an Inc. 5000 Company. He also co-founded Corenology, a software as a solution (SaaS) technology company that provides qualitative tools and resources that allow financial professionals to help their clients with identifying and understanding their unique values so they can connect purpose and planning.
David currently serves on the Board of Directors of Holding Out HELP and Healing Nations. He lives in the Salt Lake City, Utah area with his wife Mindy and their five children.