Episode 38 - Gary A. Loftsgard, CFP founded Integrated Trust Systems (ITS) in 1985 as an outsource estate-planning specialty service for law firms and thereafter (1989) pioneered the now-popular concept of multi-disciplinary, advisory network estate planning. Under Gary's leadership, ITS subsequently developed a fully digitized, transformational eStatePlan™ auto processing system (My LifeCard Plan®).
Gary's work over the years has produced innovative product technology and the construction of broad-based estate planning applications with unique model designs and implementation protocols. He has also written several articles and research papers on estate planning-related subjects and continues ongoing developmental work to enhance the ITS estate planning experience for networking attorneys, associated financial advisors, and their end-user clients.
Gary attended North Dakota State University (under an athletic scholarship) majoring in Business Economics (1971-72). His legal/audit studies include the Wills, Trusts, and Estates (Dukeminier & Johanson) course at Hamline Law School / St. Paul, MN (1985). Gary later earned the Certified Financial Planner (CFP®) designation in 1994 and eventually accumulated 150 CE hours attending the prestigious Southern California Tax & Estate Planning Forums at San Diego, California. He has also completed the Executive Education "Digital Transformation" course study offered through Haas School of Business (Emeritus) at the University of California Berkeley (2019).
To learn more about the one-of-a-kind platform go to:https://epicservicescompany.com/estateplan/
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