Estate Plan
by Mark Matley
1. ILIT - $5M - To Kids
2. Taxable Investments - To Kids
2.1. Mark's Trust
2.2. Kristen's Trust
2.3. Mark's Schwab TOD
2.4. Section Capital III
2.5. Section Capital IV
2.6. Section Partners
2.7. Pedersen Worldwide
2.8. Bitcoin/Ethereum
2.9. EP Stock
2.9.1. CRUT