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