Integrated Trust Systems

Gary A. Loftsgard, CFP© founded Integrated Trust Systems (ITS)

In 1985 with a specific purpose of providing American families with a more efficient and cost-effective way to meet their estate planning objectives.  The pursuit of that goal led to the development of a revolutionary estate-planning system that made high quality estate planning products/services available to end-user clients through an inclusive financial and legal advisory network.

Our service platform offers fourteen (14) different Grantor Trust plans, including six (6) Revocable Living Trust formats.  This availability allows our processing offices and network attorneys to address essentially every family planning contingency to meet the goals and objectives of each application submitted to our office.

Most wealthy Americans share common goals and objectives regarding their family estate plan.  Although their needs can be complex, the issues of extended control, privacy, asset protection, income and transfer taxes will generally be focal points in their planning meetings with you.  We have constructed an Advanced Estate Planning Outline that covers most of the concerns/issues that would normally be addressed in a given planning scenario for a wealthy client.

Obviously, there are variations that can be used from the outline.  An example would be incorporating a public foundation (instead of a private foundation - as shown) as a deferred charitable gift to a public foundation will generate a larger income tax deduction (30% instead of 20%) and a private foundation may cost thousands to create.  However, a private foundation provides considerably more privacy and control than a public foundation.  Much depends on your clients' personal preferences in these instances; and their decisions do not always turn on tax savings strategies or even the costs of establishing a plan(s).

An Opportunity

Did you know that -
The largest transfer of family wealth in USA history is now underway.  American families, including the baby-boomers, will be leaving multiple trillions of dollars of estate value to succeeding generations over the next two decades.

Wealth succession environments can create problems -
Most American families have historically failed to plan for even basic contingencies regarding the management, control and final distributions of their estates.  This neglect has caused many families much harm including (a) disharmony (or even serious disputes) within family units, (b) a total loss of financial-matter privacy, (c) exploitation by predatory creditors and opportunists, and (d) estate shrinkage from otherwise avoidable administrative/probate costs, exorbitant litigation fees, and transfer tax liabilities.

We have a solution that works -
End-user clients wanting to employ a proven method to address personal estate planning needs can now utilize our exciting Inter-Networking Service Protocol (INSP)© networking system, an efficient 21st century approach to help identify and meet estate-planning objectives.  The INSP is a notable component of our system upgrades designed primarily to help financial advisors assist their estate-planning clients with more accuracy, efficiency and safety.

That presents you with an opportunity -
We are dedicated to providing a supportive platform from which financial advisors can secure professional-grade estate planning products and services on behalf of their clientele.  We have a great system, but it can function only with financial advisors like you.  So, here is our invitation and your open door to acquiring valuable knowledge and experience in the estate planning arena, achieving market profitability, and building enduring client relationships.