The Top Attorney's and C.P.A.'s in the USA has brought forth what we consider the "best-in-class" wealth enhancement, asset protection, and trust planning services. These services are provided through our nationwide network of legal and financial firms which possess proprietary and trademarked services.
TAX-FREE WEALTH ACCUMULATION
Our licensed partners deploy a powerful income strategy that generates tax-free* income and long-term wealth by combining profitable banking principles with an asset that’s guaranteed to never lose value.
There are several powerful strategies that can help give our clientele greater security. Asset protection planning is proactive legal action that protects your assets. Most importantly, it can help prevent the seizure of your assets in the event of a creditor judgment or divorce.
The best time for Legacy estate, tax, and trust planning that includes asset protection is Today, when there is NO crisis in your life. We work with a number of key law firms providing a safe and sure path in planning services, and the ease in mind you would expect from best-in-class service providers.
TAX DEFERMENT AND REDUCTION
A properly formed trust is a smart and legal way to defer capital gains tax and reduce the overall tax burden on the sale of real estate, businesses, and other highly-appreciated assets. Learn more about this strategic vehicle by requesting a private consultation.
We Are The Best
We believe that many individuals would prefer engaging in worthwhile or philanthropic endeavors or spend time with family watching them grow. And after a life-time of work and paying your fair share of taxes, shouldn’t you be able to retire without worrying about whether or not you will have enough money live respectfully.
We Are Here For You
We believe that the cornerstone of an family or individual’s future rests upon the ability to grow streams of income, personal or business while legally reducing taxes to the lowest minimum and then protect both the stream of revenue and the assets which may be purchased as a result of increased financial income.
Why Choose Us
You, like each of our clients deserve the best client delight factor. We believe that all clients regardless of how small or large there business or estate should command the same respect. If you like responsiveness, clear communication, and one-on-one attention, then we should definitely connect today to start a conversation.
The best of our benefits is in the experience which is where you can experience the difference. Let us know what questions you may have, and how we may help further you or your families financial and asset protection requirements.
Call Today and arrange you free confidential consultation when you are ready to have more income, less taxes, and increase asset protection.
180 YEARS EXPERIENCE
Our group and partners bring over 180 years of collective, real-world experience. Our key legal and financial service firms have developed unique proprietary service not found anywhere else.
These powerful proprietary organization strategies we make available are amongst the best-kept-secrets of the wealthy Americans for decades. We believe its time to afford more families or individuals access as the finally sophisticated.
THE TIME IS NOW
We believe the best time for planning is now as we are sure to provide the ultimate in tax advantages, tax-free wealth accumulation, asset protections, and privacy. Let's connect, and you can decide what may be right for you?
We have a proprietary organizational wealth enhancement services provide a seamless interconnection of100% proven financial methods that marry safety, double-digit-tax-free growth, flexibility, tax advantages and ready cash availability for any reason of deployment, be it investment, retirement, or legacy use.
Although we have an emphasis upon three (3) main portfolio market sectors commercial real estate, corporate business, and health professionals, we engage on a case-by-case basis in AG and Food Innovation, Crypto, Waste-2-Energy, Solar PV Windows, and other tech industries that have a positive societal benefit.
Its important to note that many of our services are administered via licensed professionals, which may include law offices, CPA firms, licensed bankers, or brokers. Access to certain national or international services are available only through personal professional introduction and a required compliancy background check. Some clients simply may not qualify.
ASK ABOUT DOUBLE-DIGIT LIFE TIME AND EXPONENTIAL RETURNS
Someone suggested that I get a bank managed Trust. What do you suggest? If you give any bank control of a Trust, they take full control and you are left out! Bankers love the get their hands on large trust accounts so they can convert them for the use of the bank and the beneficiaries get nothing. They like to scare people into thinking there is liability in Trust management so they may gain control of their asset and funds.
We have seen this may times in NY and people with means became poor and unable to access anything. All transactions in Spendthrift Trusts are private and not public information unless you wish to make it so. I would never put anyone in a position as they suggest. You determine if you want others to manage you and your family.
Frequently Asked Questions The name on my IRS Letter with the EIN number and the name of my Trust do not match. One has “Spendthrift Trust” and the other just “Trust.” Do I have to file a name change with the IRS? No, the Trust may do business or open any account in all or any part of the name.
Can a non-citizen Settlor create a Spendthrift Trust, or must they have an ITIN number? No foreign id numbers may be presented to gain an EIN number for a Trust. If a foreigner is the Settlor of a Trust, they must provide an SSN, an ITIN, or EIN number registered with the IRS. For more about this, check out: http://www.irs.gov/Individuals/International-Taxpayers/Taxpayer-Identification-Numbers-TIN
We have a Settlor who are unwilling to have their SSN number associated with the Trust EIN number. Does this mean that the Trustee should find a different Settlor, or can the Trustee apply for the EIN number? The Settlor or Creator of a Trust must give a SSN or EIN period. However, a Settlor who provides their SSN for the EIN is assured that they have no tax consequences where the Trust is concerned. Therefore, they should be willing to present it for the EIN number.
Can a beneficiary witness the signatures of Trustees, etc on documentation pertaining to operating the Trust? No! Under no circumstances!
If I take $10 million of Trust assets at build a business developing, manufacturing and selling “a better mousetrap,” is the income from that business taxable for the Trust? A business trust is required to be a pass through and must disburse its earnings. If it endows a second trust, then the profits may be passed through without tax events.
If I take $5 million of Trust assets and invest in apartment houses, is the rental income considered taxable income? No
If I invest $1 million of Trust assets in Euros and turn a profit of 10% is that taxable income for the Trust? No
Has our Spendthrift Trust ever been challenged by the government and was it successful? Trust Law is not subject to any Federal, State or Local court and no judge or court may issue a turnover order against a Spendthrift Trust. The Spendthrift Trust is sold by a licensed attorney as a legal document and the Spendthrift Trust is created for the client by the Attorney unlike others who sell illegal documents or trusts who are not licensed lawyers. The IRS examined our Spendthrift Trust for compliance and a past District Director purchased one for himself. We have prosecuted vigorously those who have infringed on our Copyrighted Trust and prevailed in Federal court each time even when the defendants claimed invalid, it was found valid. The Federal cases are sealed.
Can a provision be written into the Trust stating that only a blood relative be qualified to hold the position of Trustee or Compliance Overseer of the Y Generation Trust during its entire existence? Does it need to be added with Trust initiation? Not needed; the named successor is the key here.
Are there any potential issues with a Trustee or Compliance Overseer residing in a Trust owned property full time? No
Is it best for the trustee or the Compliance Overseer to be paid a salary and the best frequency? Salaries are optional and can be paid
Is the Trustee and Compliance Overseer considered an employee or Contracted by the trust? No
Do I have to place everything into the trust that I presently own all at once, or can I capitalize items at the time of my choosing? Your choosing
Does a “Beneficiary” pay rent while living in a Trust property? No