Services
Our trust will include nearly 50 required legal documents to perform necessary trust business.
Our trust will include nearly 50 required legal documents to perform necessary trust business.
Our team of tax attorneys, CPA's and bookeepers can analyze the most complex of situations
We navigate both the SIMPLE and COMPLEX tax codes to achieve the most favorable results
Reduce taxes up to 80% on Business Income
Avoide taxes up to 100% on Capital Gains Income
Maximize your Investments
We offers a proprietary trust structure that allows our clients to benefit in many ways with the Trust.
The reason people owe capital gains taxes is because of two reasons. First it’s because «they» were the ones who created the gain. If the «person» or the wrong «entity» creates the gain then the IRS codes say it’s a capital gain. Secondly, people owe gains because the taxable event actually «occurred.» Those are the two reasons you would owe a capital gain. However, if the taxable event never occurs, then no tax is due. How is this possible? It’s possible because we don’t let the «person» own the assets when the gain occurs. The IRS Tax Code says the gains are «excluded» -to the extent that the gains are allocated to «corpus.»
Therefore, the gain is technically not a gain, if the IRS says the gains are «excluded.» You must read the Tax Codes to understand this. We will help you navigate these codes to realize the best outcomes for yourself.
Tax laws are changing all the time, but the one thing that never changes is the fact that the more money you make, the more taxes you have to pay. If you’re looking to lower your taxable income and save money on taxes, our program can help.
Asset protection is a big deal these days—especially with so many people filing for bankruptcy every year. If you want to protect your assets from creditors, or even better, if you want to keep them safe from lawsuits, then our program has what it takes to get the job done right.
The Spendthrift Provision of the trust is the critical element of the document, in that, no spendthrift trust corpus may be penetrated to reach the assets of the corpus.
Case law has upheld this for hundreds of years. No judge or court may issue a turnover order against any asset in a properly constructed spendthrift trust. The only two known exceptions to this rule is
1) Fraudulent conveyance to avoid a judgment, and this only applies to a trust created after litigation has been filed, not before. And,
2) A judge has been able to reach the corpus assets to force someone to pay unpaid child support. Other than those two exceptions, we know of no other case law where a turn-over order was successful.
A single trust designed for individuals/families. Provides family asset protection. Protection from lawsuits/creditors. Defers Federal income taxes into perpetuity, renewable every 21 years. Eliminates probate. Not subject to capital gains/eminent domain. Eliminates 1031 Exchange. Provides privacy.
There are many kinds of trusts, such as: Irrevocable, Revocable, Living and Testamentary, etc. Trusts can be simple and straightforward or complex. Ninety-nine percent (99%) of all trusts in the U.S. are created as Living Trusts, which are «revocable, ” and they offer no privacy, tax advantages, asset protection or living benefits. Living trusts only help someone bypass probate, and that is it. They call it a living trust, ” but give no living benefits.“ Therefore, while bypassing probate is a great thing, it’s not what clients ultimately want. They not only want benefits at death, but they want to benefit now.