HNW Planning
HNW Consultant 3
HNW Consultant 2
Equity compensation plans
HNW Consultant 1
Sale of highly appreciated Assets
Nonqualified compensation
Qualified plans
Higher volume cases- Non taxable estates 6 mil single, 12 mil married
Coordinator Role
Assists with projects as needed
updates notes in CRM and creates reports
Follows up on cases between departments and outside professoinals
Director (Jeremy)
Consulting
large case life insurance
Business Succession
All federally taxable estates
Director
Research new opportunities, partners, projects
complete monthly progress reports to Senior Management
standardizes experience for deliverables to advisors and internal colleagues
Train personally or coordinates resources for training
HNW Planning
Tiger Tables
Specialty trust calculators
Visual Mind Mapping
Mindomo future?
Spark
Insmark
Life Insurance Advanced Designs
Potential HNW Proprietary Designs
Life Insurance Deliverable
Life Insurance Eval
Trust Template Eval
Business Succession Eval
CRUT
Federally Taxable Estate Template
Brentmark
Charitable planning calculators
Number Cruncher
Estate and Financial Calculators
Outside Advisors
Appraisers
Cory Svihla
Real Estate
Business
Farm
Specialty Assets
Retirement Design/ Admin
401k
Cash Balance
412 e
Legal
International
Patrick McCormick
Executive Compensation
Carl Lammers
Estate
Nathan Nelson
Richard Hess
Howard Neiswender
Brett larson
M & A
Messerli Kramer
Specialists
Captive Insurance
Derek Spitzer
Premium finance
mike Greco
Tax Compliance
Marni Walker
Cost Segregation Analysis
trust returns
Bankers
Refinance debt for transfers of assets
Business Broker
Sale of Businesses
Corp Trustees
Uses
Certain large multigenerational Irrevocable Trusts
Icon Trust
Jurisdiction
National Charter
SD
DE
NV
HNW Planning Support
Taxable Estate Planning
Estate Freezing
RPMT
Partnership Freezes
QPRT
GRAT
Gift
Irrevocable Grantor Trusts
Sell
Installment with Baloon
Loan
AFR vs 7520
Sale of Highly Appreciated Assets
C Corp 1202
1031/ DST/ 721
Opportunity Zone
Structured Installments
Deferred Sales Trusts
Charitable Remainder Trusts
Planned Giving
Income
Charitable Gift Annuities
Pooled income fund
Foundations/ Donor Advised Funds and QCDs
split interest gifts
CLUT/ CLAT
CRUT/ CRAT
Gifts of Particular Assets
Land -Conservation easements
Business Succession
Compensation
Products
Business Disablity/ Overhead
Supplemental DI
COLI
Nonqualified
Funded and Unfunded
Equity Compensation Plans
Defined Benefit vs Contribution
Qualified Plans
Defined Contribution/ Benefit
Funding
Life Insurance
Installment Sale
Loans
Sinking Fund
Succession
Combo
No sell buy sell
Trusteed or Insurance Only LLC
stock redemption
Cross purchase
