Trusts

Business and Personal Trusts: 


Business and Personal Trusts: 


The old strategy of leveraging cash gifts in irrevocable trusts, shifting or reducing the value of assets, and the implementation of programs to take advantage of income and estate tax deductions for gifts to charity have become antiquated and often ineffective. Estate planning specialists stress that there are two types of taxpayers: informed and uninformed. The less informed you are, the more taxes you pay as a general rule. The uninformed are vulnerable to claims of liability and the informed are protected and often immune to claims of liability against effecting property and assets. Spendthrift Trusts can reduce the burden of taxes, deter claims and limit liability. 

 

Copyrighted Business Spendthrift Trusts: Incredible Tax planning benefits that complies with IRS regulation. Capitalizations or endowments of the trust are not taxable events and deemed to be paid to the corpus according to the terms and conditions of the trust. Capitalizations or endowments of a trust that are retained in the corpus are not a taxable event. Once assets are placed into the trust, no court or entity can remove them. Financial privacy since the trust is not subject to probate. Ease of succession planning. Many other benefits.

 

Basic and Advanced Business Spendthrift Trusts:

 

Legacy Trusts

 

Charitable Remainder Trusts:

 

Real Estate Trusts:

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