The Purpose of this Blog

Hello. Thank you for visiting my blog. I created this blog to support my consulting practice, Wealth Strategist Designs LLC. The entity was created to provide consulting services in the areas of advanced wealth strategy, life insurance case design, presentation and expert witness consulting serving three markets:
1) Law firms- financial design and modeling implications of trust transactions and in litigation as an expert witness in financial planning, life insurance and premium financing.
2) Independent wealth management firms- advanced financial/estate planning & practice consulting.
3) Independent Life Insurance firms- advanced financial/estate planning & practice consulting.

Who am I?

I am an advanced planning expert with 19 years of experience working with closely held, and often family-owned, businesses and other clients with significant assets to provide integration and clarity to their combined business, estate, philanthropic, tax, investment and life insurance plans. I have eliminated millions of dollars in unnecessary present and future combined estate, income and capital gains taxes by restructuring how assets are owned, coordinating revisions to business operating agreements to preserve otherwise wasted tax cost basis, simplifying the number and complexity of unnecessarily cumbersome trust arrangements, salvaging poorly designed and maintained life insurance policies, and reducing excessive investment management expenses.

I am admitted to practice before the IRS as an Enrolled Agent. Additionally, I am a Certified Financial Planner®, Certified Trust Financial Advisor, Certified Employee Benefit Specialist, Chartered Life Underwriter, Accredited Estate Planner, as well as a graduate of the Institute of Certified Bankers National Graduate Trust School, the American Institute of Banker’s Personal Trust School and the American College’s Master of Science in Financial Services degree program.

I have testified in FINRA arbitration and Federal District Court cases as an expert witness on the proper use and design of sophisticated trust/estate and life insurance funding techniques. I am a former President and board member of the Twin Cities Society of Financial Service Professionals, in addition to having served seven years as the national online asset management course instructor for the Certified Employee Benefit Specialists designation program. Finally, I am a member of the Twin Cities Estate Planning Council.

I graduated from the University of Minnesota in 2000 with a Bachelor of Arts degree in Journalism using the GI Bill and Army College Fund after completing active federal military service in the United States Army’s Second Infantry Division stationed in the Republic of Korea from 1996 to 1998. I enjoy reading, documentaries, weightlifting, bicycling and time with family, friends, and colleagues. I reside in Edina, MN.

If you are interested in learning more about how your firm might work with me please contact me using the information below.

Jeremy P. Green CFP, CTFA, CLU, CEBS, MSFS, AEP, EA 
Wealth Strategist & Expert Witness Consultant
Wealth Strategist Designs
Cell: 612-405-0799

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