The Ladder of Success

AuthorJeffrey Robert Matsen
ProfessionFounder and managing partner of Matsen Voorhees Mintz LLP
The Ladder of Success
The Multi-Tiered Approach
Over the years, I have had the opportunity of presenting several continuing education courses for other
attorneys in the areas of Estate and Asset Protection Planning, as well as business entity formation—
specifically Limited Liability Companies. I have the privilege of belonging to WealthCounsel, which is an
association of more than 3,300 attorneys nationwide who practice in the Estate Planning area. I have been
involved in structuring and preparing several education courses for WealthCounsel and its members. Dur-
ing that process, with the input of a few other WealthCounsel principals and members, I have developed
a multitiered approach to Estate and Asset Protection Planning that I call The Wealth Strategies Counsel
Ladder of Success, and is displayed in Figure 4.1.
This is the ladder introduced in Chapter 1. Each step on the ladder—or level of strategy—provides
immediate Asset Protection and Estate Planning benefits. Some or all levels of the complete ladder will
be applicable to every business owner, physician, other professional and real estate investor, depending
on the individual state of the career development and net worth. As discussed in Chapter 1, the diagram
below illustrates the steps on the ladder and the levels of strategy:

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