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David W. Holaday, ChFC President

David W. Holaday, ChFC President. ESOP and Synthetic Equity. Inputs Transformation Outputs. Existing Inputs Client info Marketable securities Other b/d accounts. Client CD. Market Data. Data Warehouse. Planning Code. Web Report. Planning Knowledge (User Input). Printed

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David W. Holaday, ChFC President

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  1. David W. Holaday, ChFC President

  2. ESOP and Synthetic Equity

  3. Inputs Transformation Outputs • Existing Inputs • Client info • Marketable securities • Other b/d accounts Client CD Market Data Data Warehouse Planning Code Web Report Planning Knowledge (User Input) Printed Report • New Inputs • Client family info • Other assets • Tax attributes • Goals • Existing plans ESOP and Synthetic Equity

  4. General Idea Client LLC CRT FBO Charity 8. Remainder Passes to Charity Fixed Base Operators Airplane Acquisition Strategy

  5. General Idea Client LLC 2. Client contributes 98% membership interests to charity, gifts 1% to Dynasty Trust SO Dynasty Trust Supporting Organization Charitable LLC

  6. General Idea Client LLC 3. Client/Director Sells Assets and Reinvests Proceeds SO Dynasty Trust Supporting Organization Charitable LLC

  7. General Idea Client LLC 98% 1% 4. Client/Director Receives Management Fee. Other Members Receive Distributions. SO Dynasty Trust Supporting Organization Charitable LLC

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