Purpose Trusts
Ellen K. Harrison, Esq. of Mcdermott Will & Emery
Ellen K. Harrison advises clients on a broad range of tax issues, including estate planning and administration, tax controversies, and income, gift and estate tax planning for individuals, businesses and charitable organizations. She has significant experience drafting wills, trusts, powers of attorney, prenuptial arrangements and buy-sell agreements, as well as a broad range of corporate documents and family partnership agreements. Her tax controversy and litigation experience includes Internal Revenue Service (IRS) audits, IRS appeals, refund claims and US Tax Court litigation.
Natalie Reitman-White of Purpose Owned, LLC
Natalie Reitman-White is the principal at Purpose Owned. Natalie is a leader and change maker, nationally recognized for her work on transformative ownership and investment models. Natalie has over two decades of experience as an executive in the food sector, developing and leading strategic initiatives in sustainable business, trade advocacy, organizational development, governance and human resources. In 2018, she pioneered one of the first-in-the-nation Perpetual Purpose Trust ownership transitions with Organically Grown Company. Following that she co-founded and spent 5 years at Alternative Ownership Advisors, specializing in ownership and governance design. She is a sought-after educator and consultant, helping dozens of companies to explore and implement tailored ownership and finance solutions to help them stay independent and mission-driven into the future.