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Testimonials

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Susan’s familiarity with the issues facing financial advisors make her expertise in the field invaluable and her presentations on the subject very worthwhile.

Bob Fleischacker, Stonehaven Group

One of the most creative presentations we have had, very helpful in looking at donors as people and not dollar signs.

Donna Laconti, Planned Giving Group of New England

“Ms. Turnbull offers a thoughtful and thought-provoking discussion on the history and present applicability of ethical wills. Her insight and creative approach to the subject matter provided value to the diverse membership of our group (The Partnership for Philanthropic Planning of Rhode Island), which includes both for-profit and not-for-profit professionals. As an attorney who advises clients and their estate and philanthropic planning, I am encouraged by Ms. Turnbull’s presentation to continue recommending ethical wills to my clients.”

Deborah DiNardo, Esq., Partridge, Snow & Hahn LLP