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Aristotle said:

“Excellence is an art won by training and habituation. We do not act rightly because we have virtue or excellence, but we rather have those because we have acted rightly. We are what we repeatedly do. Excellence, then, is not an act but a habit.”


Presenters:

  • David R. York
    David R. York is a Principal with the Salt Lake City law firm of York Howell & Guymon. 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 a Member of the Society of Trust and Estate Professionals (STEP).
    David has extensive experience in designing and implementing advanced tax and estate planning strategies for high net worth clients. David regularly speaks to public groups and professional organizations on estate planning, tax planning, business entities, succession planning, Domestic Asset Protection Trusts, charitable giving techniques, charitable entities, asset protection, defective grantor trusts, and other sophisticated tax and estate planning strategies.

    David has successfully represented clients before the Internal Revenue Service at all levels (Audit, Appeals, and Tax Court). David is a member of the Utah State Bar, the Alaska State Bar, the Utah Association of CPAs, and the Estate Sections of the Utah State Bar and the American Bar Association. He is the past Chair of the Utah State Bar Estate Planning Section and currently serves on the Utah State Bar Budget and Finance Committee.

    David has been regularly named to Utah Business Magazine’s Utah Legal Elite in the field of Estate Planning and as a Mountain States Rising Star in Super Lawyers Magazine. He was recently selected as a 2013 Top Rated Lawyer in Trusts & Estates with Martindale-Hubbell.

Agenda (may change): 

March 7th
3:00 – 3:10. Welcome, Positive Focus, and Introducing Lee Brower: Ron Nakamoto
3:10 – 3:30. Lee Brower opening remarks
3:30 – 4:20. Jonathan Blattmachr – Estate Planning in a Trump (i.e., VUCA) world
4:20 – 4:45. Blattmachr-Brower dialogue or Q&A
4:45 – 5:00. Break
5:00 – 5:45. Trusts and the Treasury concept: Lee Brower, David York(?)
5:45 – 6:00. York-Brower dialogue or Q&A
6:00 – 7:00. Break
7:00 – 9:00. Dinner: Keynote: Lee Brower

March 8th
9:00 – 9:15. Welcome, Positive Focus, and opening remarks: Ron Nakamoto or Lee Brower
9:15 – 9:45. Avi Kantor: Creating an Empowered Wealth practice
9:45 – 10:15. Panel: Empowering Families an Empowered Wealth Practice: Chris Doughty, Avi Kantor, Jeff Newburn, Bob Clark
10:15 – 10:30. Ron Nakamoto: The Art of Collaboration
10:30 – 11:00 Break
11:00 – 12:00. Tom Handler – Asset Protection in a Trump (i.e., VUCA) world
12:00 – 12:30. Panel: Empowering Families by Integrating Empowered Wealth and Asset Protection: Tom Handler, Douglas Blattmachr (tentative), Cliff Morgan, Lee Brower
12:30 – 2:00. Lunch and Break
2:00 – 3:00. David York: Empowered Wealth and the Entrusted Planning Process
3:00 – 4:00. Lee Brower


Suggested reading by Empowered Wealth and Lee Brower:

Kindle Version:
Hardcover Version:
Kindle Version:
Hardcover Version:


View the Book Review by Lee Brower:

Kindle Version:
Hardcover Version:
Kindle Version:
Hardcover Version:


View the Book Review by Lee Brower:

Hardcover Version:
Hardcover Version:
Kindle Version:
Harcover Version:


View the Book Review by Lee Brower:
View the Book Review by Lee Brower: