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Meet the Team
James W. Smyth, Esq.
MBA/JD, University of Notre Dame
Jim Smyth has advised many high net worth business owners and individuals from all industries and worked closely with a nationwide list of legal and financial experts on tax minimization strategies. He is a member of both the Indiana Bar and Michigan Bar.
Executive Director of Custom Structured Settlements, LLC
James W. Smyth, Attorney at Law; d.b.a.:
Family Trust Institute
In the practice of law since the mid-1990's, Jim's focus has been on income and estate tax coordination. Jim has been a highly sought after speaker on complex tax topics such as charitable partnerships, void strategy planning, and multi-generational planning. Jim and Art began collaborating in 2014.
Arthur P. Jensen
CPA, Former KPMG National Office
Art Jensen specializes in advanced tax, financial and estate planning. He advises on business reorganizations, mergers and acquisitions, compliance, and technical advice rulings, guiding them with creative tax and financial planning and tax minimization strategies.
Technical Director of Custom Structured Settlements, LLC
WealthServe, LLC; Founder & President
Wooden & Benson, CPAs: Partner in Charge of Tax Services of Firm in Baltimore
Touché Ross/Deloitte & Touché; Partner in charge of Tax Services of the Baltimore Office of Big 8 International CPA Firm
Main LaFrentz/Main Hurdman, CPAs. Tax Practice Office Partner in Charge; National Partnership Expert
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Mark K. Jensen
David W. Smyth