Home Purpose Objective 1: Understand the needs of wealthy families Objective 2: Help wealthy families preserve wealth Objective 3: Empower a planning team with resources to go beyond the traditional Objective 4: Provide impeccable quality cost-effectively Objective 5: Integrate any of more than 200 planning instruments into your plan Objective 6: Overcome frustrations expressed by wealthy families Objective 7: Achieve benefits not available elsewhere People Jeffrey R. Matsen, JD Tim Voorhees, JD, MBA Jennifer Wilson, JD Marin Bradshaw, JD Julie Kasner, CFP® Lisa Allred, M.B.A. Lynn Moodie Blaine Burch, JD Jonathan Mintz, JD Guy Mailly Harriet B. Alexson James G. Bohm, Esq. Nathan Bettenhausen Nima Darouian Robert Coleman Ryan Kossler Sherry Graybehl D´ Antony Dana Donahoo Homa Hariri Kimberly Moeller Lara Johnston Lindsey Paulick Process CAPABLE model 7 Deliverables Action Steps Principles Products AB Trust AB Partnership AB Trust with Dynasty Provisions Buy-Sell Agreement Captive Insurance CRT FLP GST Dynasty Trust IDIT ILIT JPAT Leasing Contract LLC Optimized Estate Plan Optimized Portfolios Optimized Wealth Other Preferred LLC Documents Private Annuity Trust Private Foundation Probate Administration QPRT QTIP or A/B/C Living Trust Qualified Money Conversion Trust Royalty Agreements Sale and Licensing Documents Simple Will (Married) Simple Will (Single) SO (Supporting Organization) SPAT Super CLAT TCLAT Trust Amendments Trust Compliance Trust Funding Trust Maintenance