Mr.
Sorensen graduated with a degree in Business Finance and Accounting
from Brigham Young University. He has completed post graduate studies
at UCLA in advanced tax and charitable planning, and also at the
College for Financial Planning leading to the designation of a
Certified Financial Planner.
Mr. Sorensen is
recognized as one of Southern California's leading specialists in the
Tax Exempt Trust and charitable planning. As well as a founding board
member, Mr. Sorensen served as President of the Planned Giving Council
for Ventura County, California. He is a current member of the National
Committee on Planned Giving, and has received the designation of
Certified Fund Raising Executive from the National Society of Fund
Raising Professionals. Mr. Sorensen is a noted author and lecturer on
topics relating to tax laws and estate planning.
In 1987 Mr. Sorensen and Matthew B. Mack, established Estate
Strategies as a planning firm specializing in Advanced Tax and
Estate Planning techniques. In this increasingly sophisticated and
changing tax planning environment, it is critical that individuals and
families protect and preserve assets and secure their future value for
loved ones. This requires careful planning using special knowledge of the
current tax laws and I.R.S. approved techniques that are available to
protect you and your loved ones from excessive taxation. No one professional
can adequately handle such diverse needs. Estate Strategies has
assembled a unique professional staff that can complete your advanced
tax and estate planning needs.
Estate Strategies assists qualified charities in establishing their own
planned giving programs to endow the future success of their mission.
As one of the most successful planned giving consulting firms of its
type, Estate Strategies prides itself on providing personal and highly
professional services, as well as results, both now and in the future.
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Mr.
Mack attended Georgetown University Law Center and Loyola School of
Law. He received his Juris Doctor degree from Loyola School of Law in
1977, where he was a member of the Dean's List for academic
accomplishment. In 1992, Mr. Mack was designated as a Certified
Specialist in Estate Planning, Trust, and Probate Law by the Board of
Legal Specialization of the California State Bar. In 1994, Mr. Mack
received an advanced law degree from the University of San Diego School
of Law in the area of Taxation and Estate Planning.
In 1980, Mr. Mack began lecturing to individuals and families on how to
evaluate whether they had an effective estate plan. As a direct
response to his lecture experience, Mr. Mack developed The Ultimate
Estate Plan TM, a comprehensive estate plan, including the Revocable
Living Trust, which offers the estate owner the basic minimum benefits
and legal protections that every prudent individual and family should
enjoy.
In 1987, after many requests from his clients, Mr. Mack began
developing various advanced estate planning strategies, beyond the
revocable living trust, to enhance and protect family wealth by:
reducing overall family income tax as well as transfer taxes;
maintaining and transferring control over family wealth at the right
time to the right persons; and, limiting access to family wealth by
creditors. Some of these advanced strategies involve: (1) a Tax Exempt
Trust which is used to convert highly appreciated assets (real estate,
stocks, businesses, etc.) into a lifetime income stream without paying
capital gains taxes during your lifetime, or probate fees and estate
taxes upon your death; (2) an Inheritance Trust which is used to pass
more family wealth to your loved ones, generally in cash, without
income taxes, probate fees or estate taxes; (3) a Family Wealth Control
Entity which is used to maintain current control and
management over family wealth placed in the entity, while protecting
entity assets from family creditors, and ultimately reducing overall
transfer (gift & estate) taxes to allow you to pass on more family
wealth.
Mr. Mack has been a frequent lecturer and author on the subject of
estate planning, taxation and trusts. He created educational materials
to help clients understand the advantages of basic and advanced estate
planning techniques. Finally, he has successfully designed and
implemented several thousand effective estate planning strategies on
behalf of individuals and families.
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