This meeting will be with our local LMEPC members and is a recording of the NAEPC presentation that was made April 21, 2021.  The speakers for this presentation are Richard S. Franklin, JD, LL.M. and Raymond C. Odom, JD, CFP®.

In this program, speakers, Ray Odom and Richard Franklin will provide ideas, examples and language to prepare trusts and other estate planning documents that are designed to improve well-being.  They will show how to build positivity, meaning and purpose into trusts, using positive psychology’s empirical research and other data to support family well-being and flourishing.  Ray will review positive, research based ways to spend that increase well-being (there’s a shocking absence of such information in trusts & estate literature) and share a “benevolence” model to consider in all wealth transfers. Richard will provide a model for trustees to use in building a well-being baseline and beyond.