Daniel Dana
Daniel Dana, educator and strategist, enjoys helping families and “teaching the man to fish for himself,” and he is consistent throughout all stages of his guidance. Daniel holds a master’s degree in labor law and is a former secondary and post-secondary instructor. He was awarded the Eli Broad Business Management Scholar of Excellence Award in 2021 for his strategic insights that kept small businesses open during the COVID years. Daniel has been educating communities across the Eastern United States for nearly a decade, and he prides himself on sharing tools and strategies to properly prepare families for their future financial and estate planning needs. He is devoted to serving each of his clients with the utmost diligence.
Marni Frank
Marni Frank has been a successful business owner for over 30 years, owning companies in New York and Florida. She now owns Gemini Financial Group, Inc., with her daughter Sabrina Frank. She has a strong business background and a passion to serve others. She and her team have helped thousands of families with estate planning, concentrating on life, wealth, and health. She has won prestigious awards such as the Tampa Bay Business Journal philanthropic award and Tampa Bay Business Woman of the Year finalist. She puts her heart and soul into everything she does and offers above and beyond personalized attention to her clients.
Sabrina Frank
Sabrina Frank, Rise Management Founder and COO and co-owner of Gemini Financial Group, Tampa Florida. Sabrina is the company’s national product specialist in Medicare, health insurance, life insurance and annuities. With National recognition she helps coach and train agents and advisors throughout the United States with her main focus in Florida. With a big heart she truly thrives on helping clients, advisors and agents all the same. Sabrina also holds a nursing degree from Lincoln Memorial University but extends her passion for caring and helping others in the financial planning of their life.
OUR PARTNERS
Integrated Trust Systems (ITS), founded in 1985,by Gary A. Loftsgard, began as an outsourced estate-planning service for law firms and sole practitioners, offering innovative technology and estate plan designs. In 1989, ITS introduced multi-disciplinary network estate planning in Arizona, later expanding nationwide by integrating financial advisors, risk management agents, and attorneys to modernize estate-plan implementation.
In 2009, ITS initiated a major R&D campaign to create a fully digitized estate planning system. Launched in 2011, this system evolved into The eStatePlan™ / Dynamic Trust Portfolio. Today, ITS offers optimized, exclusively digitized, Nevada-based estate planning solutions online, accessible 24/7 through the Client Console module and available via licensed attorneys and financial advisors.
MO DADKHAH
ITS General Counsel
Mo Dadkhah is an attorney born and raised in the Chicagoland area. Mo graduated law school in 2009 He immediately started his firm Dadkhah Law Group and is also the broker owner of Main Street Real Estate Group. The past fifteen years he has focused his attention on real estate//, corporate law and estate planning. Mo has been named a Top 50 Attorney by the Top 100 Magazine. His Firm has been selected as an Inc. 5000 list of fastest-growing companies, and he has been named as a Chicago Agent Magazine Who’s Who for seven consecutive years. He has also held board seats at the Chicago Association of Realtors and been the host of WGN’s Market Overdrive radio show. Mo brings a wide range of knowledge in estate planning, real estate, and corporate law together to best guide his clients on how to best protect themselves in a complete manner. He prides himself on being honest and transparent, while caring for every client’s needs no matter how large or small their concerns are. Every client’s situation is important and all of their questions/concerns matter.
ED KAISER
ITS Network Attorney
Ed Kaiser is an award-winning professional with over ten years of multi-jurisdictional and multi-disciplined legal practice. His expertise spans multiple practice areas, including real estate, business law, estates and trusts, litigation and dispute resolution. In 2022, Ed received the Emerging Leaders Award from RealTrends Magazine, a national trade publication. Ed graduated magna cum laude from the University of Wisconsin Eau Claire with a degree in English in 2007, and he graduated magna cum laude and earned his Juris Doctorate from William Mitchell College of Law in St. Paul in 2010. Ed has practiced primarily as in-house counsel for various mid-sized Midwestern companies, with licenses to practice law in Nevada, Minnesota and Wisconsin. Ed Keiser is a real estate attorney with expertise in many legal areas. Ed currently serves as general counsel for a top franchise of RE/MAX Realty. As a legal advisor, Ed prioritizes open communication and a personalized approach, fostering strong client relationships built on trust, empathy, and mutual respect. Ed’s clients appreciate his easy-going demeanor and ability to explain complex legal concepts in a clear and understandable manner, empowering them to make informed decisions about their legal matters.
ITS Network Attorney
We are a fine tuned, nationwide team working in unison to provide our clients a comprehensive estate plan. With each department overseeing that your wants and needs are being met. ITS, the paralegals, the advisors, the attorneys and support staff are available our exclusive Notepad system to set up and maintain your estate plan and trust. No more continuing attorney fees and support staff fees. All our teams services are included in the one time flat fee and yearlty maintenance fee. Ease, convenience & satisfaction at your fingertips!
Crawford Trust Company, Led by Nevada trust company pioneer and veteran Greg Crawford, Crawford Trust specializes in complex estate planning and optimization. However, we have no issues with keeping it simple. Leveraging Nevada’s industry-leading trust and tax laws, Crawford Trust collaborates with attorneys, CPAs, financial advisors, insurance professionals, and directly with the families we serve in administering trusts per the terms of trust documents. Crawford Trust is headquartered in Dayton, Nevada. However, we serve as Nevada trustee facilitating domestic and international families with multigenerational successive planning while preserving and protecting legacies under Nevada’s robust trust and tax laws. You do not have to live in Nevada to benefit from Nevada’s trust law through using Crawford Trust as your Nevada trustee.