THE MCCULLOUGH GROUP - Key Persons

With over 30 years of experience, Bryan B. Todd offers an impressive track record when it comes to wills and trusts, real estate, business, and probate law. Bryan provides outstanding legal services to the people of Salt Lake City and neighboring communities. Bryan has a very strong legal background and a tremendous depth of experience. He began his law practice in Phoenix, Arizona in 1984, then practiced in Washington, D.C. from 1986 until 1992, when he returned home to Salt Lake City. He has been a shareholder with several of Salt Lake City's most prominent firms, including Jones, Waldo, Holbrook & McDonough and Parsons Behle & Latimer. Bryan received his law degree from Brigham Young University in 1984, and received a B.A. in psychology from the University of Utah in 1980 where he graduated magna cum laude and was a member of the Phi Beta Kappa, Phi Kappa Phi, Phi Eta Sigma honor societies. He was admitted to the Arizona State Bar in 1984, the Virginia State Bar and District of Columbia Bar in 1991, and the Utah Bar in 1992. Bryan has a Martindale-Hubble rating of AV, the highest rating given. MEMBERSHIPS Utah State Bar Association EDUCATION Brigham Young University, JD University of Utah, BA, Psychology

Greg Zaugg designs and implements multi-generational estate planning strategies for individuals and high-net-worth families. This includes the creation of wills, trusts, business entities, asset protection strategies and charitable organizations. Greg serves on the Board of Trustees of Friends for UPD K-9, a Utah nonprofit organization, and is a board member of the Pi Fund, a local donor-advised fund. MEMBERSHIPS Utah State Bar Association Estate Planning Section Tax Section Salt Lake Estate Planning Council EDUCATION Creighton University, JD Weber State University, BS, Business Economics

Kate focuses her practice on estate planning, special needs planning, guardianships, probate, and Medicaid qualification. She is a past chair of the Elder Law Section of the Utah State Bar. Kate is passionate about issues facing vulnerable adults and has developed training for law enforcement, prosecutors, and social workers to recognize and respond to elder abuse, particularly elder financial exploitation. She has trained police officers, attorneys, and social services workers throughout the state. Kate has also developed materials to educate older and vulnerable adults on protecting themselves from scams and financial exploitation. A Salt Lake City native, Kate graduated from Westminster College. She then attended the University of California Hastings College of Law, where she was a technical editor for the Hastings Law Journal and graduated magna cum laude. Following graduation, she clerked for the Honorable Howard R. Lloyd in the Northern District of California. She is a member of the Utah State Bar. MEMBERSHIPS Utah State Bar Association Estate Planning Section Elder Law Section EDUCATION UC Hastings Law, 2004 Westminster College, 2000

Stanford is a tax attorney at the McCullough Group, armed with a Juris Doctorate degree from the S. Quinney School of Law at the University of Utah and an L.L.M in Taxation from UC Irvine. His commitment to legal excellence is underscored by his role as Treasurer Secretary of the Tax Section of the Utah State Bar. His journey began during his undergraduate years, where he earned the coveted CERTIFIED FINANCIAL PLANNER TM designation from the nation's premier program. Stanford's dedication to his craft persists as he maintains his CFP® certification, making him uniquely equipped to represent clients. Within the McCullough Group, Stanford's expertise shines in the realm of asset protection, wealth transfer, estate planning, income tax planning, and business succession for high-net-worth individuals and entrepreneurs. He collaborates closely with a team of esteemed tax attorneys, tackling complex tax planning challenges and intricate transactions. Stanford enjoys activities like skiing, mountain biking, canyoneering, and mountain climbing. Stanford is an invaluable asset to the McCullough Group, offering comprehensive legal solutions and unwavering dedication to his clients. MEMBERSHIPS Utah State Bar EDUCATION Master of Laws (LLM) in taxation, University of California Irvine J.D., University of Utah S.J. Quinney College of Law

Job Titles:

• Owner of the McCullough Group LLC

Leland S. (Lee) McCullough is a primary owner of The McCullough Group LLC, specializing in tax, estate, and asset protection planning. He is a past Chairman of the Board of a federal savings and loan association, having been appointed to this position by the Federal Deposit Insurance Corporation (FDIC), and he is a member of the Board of Trustees of various college and hospital foundations. Lee has written and lectured in professional and trade associations such as The American Institute of Certified Public Accountants, The Utah Association of Certified Public Accountants, The Utah Bar Association, The Phillip Heckerling Institute, real estate associations, and other trade associations. Lee is also been nationally recognized by The Best Lawyers in America© and Madison Who's Who. Among other memberships, he is a past member of the Advisory Counsel on Employee Welfare and Pension Benefit Plans for the U.S. Department of Labor, having been appointed to the board by former President Ronald Reagan. Lee is also past President of the Estate Planning Section of the Utah Bar Association. MEMBERSHIPS U.S. Tenth Circuit Court of Appeals, 1981 U.S. Tax Court, 1981 U.S. District Court - District of Utah, 1973 Supreme Court of Utah, 1973 Utah State Bar Association - Estate Tax Section, 1973 Fellow and State Chair in the American College of Trust and Estate Counsel (ACTEC), 1993 EDUCATION University of Utah, JD, 1973 University of Utah, BS, 1970

Mark J. Morrise received his law degree in 1982. Before beginning private law practice in 1985, he served as a judicial law clerk to the Honorable I. Daniel Stewart on the Utah Supreme Court. He is a fellow with the American College of Trust and Estate Counsel, is a past chair of the Estate Planning Section of the Utah State Bar, and is a member of the Salt Lake Estate Planning Council. He is also a faculty member at Lorman Educational Servicesand the National Business Institute. Mark is a frequent speaker and presenter at estate planning seminars, including "A Primer on Estate Planning in Utah," "The Probate Process from Start to Finish," and "The Eight Greatest Estate Planning Techniques in Utah." Past speeches and presentations include, "Twenty Common Estate Planning Mistakes and How to Avoid Them," "Insurance Issues in Probate," "Creditors' Claims and Estate Administration," "Sale to a Grantor Trust and Variations," and "The Zeoed-Out GRAT." He also has authored articles on estate planning topics, two of which are published on the Internet at www.utahestateplans.com (Utah Estate Planning Solutions) and www.utahprobate.com (Utah Probate Solutions). In his spare time, Mark performs as a baritone in the Utah Symphony Chorus.

Russ Harris has maintained a general civil law practice for 25 years. Russ' clients include businesses and individuals. Russ helps his clients conduct business transactions and represents them when they have disagreements that are litigated. Russ has assisted companies to transact all types of business. Russ has reviewed or drafted equipment leases, sales contracts, real estate leases, software and film licenses, loan agreements, promissory notes, and any other agreements that come up every day in the business setting. Furthermore, Russ has drafted and advised clients regarding their employment policies, handbooks, and practices, including employment agreements, non-disclosure, and non-competition agreements. Russ has assisted his clients to protect their valuable intellectual property via copyright and trademark prosecution and enforcement actions. Russ has advised clients with regard to complying with governmental laws and regulations, including without limitation, the Telemarketing Sales Rule, the Americans with Disabilities Act, the Family and Medical Leave Act, and Title VII discrimination matters. When disagreements arise, Russ encourages mediation and other negotiated resolutions for the best interests of his clients. In those instances when negotiated resolutions are not possible, Russ has represented his clients to prosecute or defend their claims in state and federal courts. Russ has helped individual clients in all types of family law matters. Divorce, custody, modification, and protective orders, are just a few types of claims that Russ has successfully resolved for this client. Russ was born and raised in Concord, California. After an LDS mission to Madrid, Spain, Russ graduated with a degree in business from BYU. He then went on to the University of Utah to get his J.D. When Russ is not practicing law, he can be found on one of Utah's many ski hills, backpacking, or playing tennis with his wife and kids MEMBERSHIPS Utah State Bar Association EDUCATION University of Utah, JD Brigham Young University, BS - Business Finance 1987

Job Titles:

• Founding Member

Thomas Price practice maintains a general civil litigation practice and has provided legal services to individuals and companies, large and small, resolving issues from simple contracts to complex commercial, disputed trusts and estates, and real estate matters.  Thomas' practice focuse s on assisting clients to promptly resolve disputes.  His services include prudent, advanced planning for possible dispute s, deliberate negotiation of emerging disputes, and effective use of alternative resolutions such as negotiation, mediation, and arbitration.  When necessary to settle a dispute, Thomas has considerable experience with litigation, representing clients at trial and appellate levels in both state and federal courts.  Thomas also appears before state administrative bodies.  Prior to joining the firm, Thomas was in-house counsel to a multinational brokerage and internet marketing company and with other area law firms.  MEMBERSHIPS Utah State Bar, 1998 Supreme Court of Utah, 1998 United States District Court, Utah, 1998 United States Court of Appeals, Tenth Circuit, 2002 United States Supreme Court, 2006 EDUCATION J. Reuben Clark Law School, Brigham Young University, JD, 1998 University of Utah, BA, History, 1995 University of Utah, BS, Communications, 1995