HNW Planning Support

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Archive | Productivity

Ved Colin Robertson

Idea Generation (Courage 2_Group 1)

Ved Keeshia Alyanna Bello Soriano N/A

Project Integration Management

Ved Jason Mock

Organizational Structure

Ved Darwin Alvarez

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