Celebrate Conflict Resolution Day 2018!
Thursday, October 18th, 2018Read more about Conflict Resolution Day on the Association for For Conflict Resolution website.
Read more...Managing Family Dynamics in Estate Planning and Trust Administration
Tuesday, September 11th, 2018On September 13, 2018, I am pleased to be presenting, along with Julie Min Chayet of U.S. Trust, to the Probate and Estates Committee of the Fairfield County Bar Association in Stamford, CT. Our topic concerns a perennial challenge to attorneys: “Managing Family Dynamics in Estate Planning and Trust Administration”. The presentation has been approved […]
Read more...Pierre duPont on Raising Children Into Wealth
Monday, August 13th, 2018Pierre du Pont recently published a LinkedIn article titled “Raising Children Into Wealth: Hungry, Productive and Compassionate“. In it, Pierre shares some excellent insights and suggestions about raising children to be the kind of young people (and, eventually, even older people) who handle wealth successfully. Although common sense is a start, there is more to […]
Read more...Article, co-authored with Mitzi Perdue, on the importance of Advance Directives to prevent quarrels
Wednesday, May 23rd, 2018Many generally sensible, thoughtful, careful people cannot be sensible, thoughtful, or careful about planning for the end of their own lives. Some can’t do a simple will, let alone a comprehensive estate plan. Others can face the “money” part: they can create wills, trusts, and other vehicles to preserve wealth. (We will leave for another […]
Read more...Patience. Persistence. Optimism.
Wednesday, March 21st, 2018Patience. Persistence. Optimism. Commentators in the field of mediation – both academics and practitioners – often cite these as the top three qualities a mediator needs to be successful. So, how to get them? It’s both nature and nurture. Nature: we choose this path because it is a good fit for us […]
Read more...Institute for Family Governance (IFG) conference
Monday, January 29th, 2018Earlier this month I attended the second annual Institute for Family Governance (IFG) conference in New York City. This year’s theme was “Governance From Strategy to Execution: Integrating Consulting, Financial, & Legal Advice”. As was true last year, at the inaugural conference, I appreciated the opportunity to hear and consider a variety of perspectives on […]
Read more...Radio interview with Ira Bryck
Monday, January 8th, 2018Please enjoy this interview conducted by Ira Bryck, President, Family Business Center of Pioneer Valley, Inc. Ira interviewed Richard Lutringer and me about mediation in family businesses. The interview was broadcast on the “Western Massachusetts Business Show” on January 6, 2018. We discussed how mediation and facilitated family meetings can help families and their […]
Read more...Dovetail and New Year’s Resolutions
Thursday, January 4th, 2018All year long, my work with Dovetail Resolutions is devoted to helping intergenerational families and their businesses make and keep resolutions. Resolutions that reflect a determination to take concrete steps to create and execute a plan. Resolutions to conflicts that are damaging families, their businesses, and their wealth. The New Year is a […]
Read more...Year’s End Resolutions – And Conflict Prevention
Sunday, December 31st, 2017We tend to think of New Year’s Resolutions as forward-looking: commitments to change a habit or trait for the better. How about Year’s End Resolutions? What has been sitting, oh-so-patiently, on the corner of your real or figurative desk, that needs to be finished up? Perhaps the estate planning documents that you can’t […]
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