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Home > Advisory Board > Gary A. Loftsgard

Gary A. Loftsgard

CFP

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Gary A. Loftsgard, CFP ® pioneered the concept of multi-disciplinary network estate planning in the 1980s, and subsequently founded Integrated Trust Systems (ITS). Under his leadership, the ITS national processing platform has generated nearly 15,000 estate plans for end-user clients of advisors, agents, accountants, planners, and law firms from all over the country. Mr. Loftsgard specializes in the design technology, development and production of estate planning applications including in the area of advanced planning. He has written several (published) articles on estate planning, and conducts ongoing research and development work in the plan implementation arena. He majored in business economics at North Dakota State University and holds a Certified Financial Planner designation from the College of Financial Planning.

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