On April 12, 2012 Jim Grubman moderated The TH!NK Forum panel, sponsored by Ballentine Partners at the Ritz-Carlton in Boston, to explore the question: "How Much Is Enough?" With 80 attendees consisting of both clients and advisors, the panel held a thoughtful discussion about the many issues impacting wealth transfers. The main themes emphasized family communication, preparation of heirs to receive wealth transfers, the role of philanthropy, and how to address the anxieties each generation has about inheritance planning. A video of this event can be seen here and is available at the Ballentine Partners website. An additional podcast of the panel discussing audience questions that were not able to be answered at the time of the event can be listened to here.

The pioneering work by Jim Grubman, Jon Gallo, and Eileen Gallo in designing a new approach to discretionary trusts is garnering recognition and support by estate planners, family law attorneys, and wealth managers around the country.  The Financial Skills Trust, a form of trust design within the Results Oriented Trust Environment™, allows trust creators and beneficiaries to foster good financial skills rather than simply controlling behavior or money. Read more about the FST and ROTE™ in the Services section within For Families or For Advisors.