Irrevocable Trust Asset Protection

WE ARE ADVISORS TO THE AFFLUENT  FINANCIAL ENGINEERING for wealth preservation & legal protection of your assets, deferral of your capital gains taxes, elimination of probate, elimination of estate & inheritance taxes, deferral, reduction, possibly eliminate income taxes on your income streams through domestic and international strategies.  Dear Creditor, I. M. Brooke.

FINANCIAL ENGINEERING is how the affluent remain affluent.  They have embraced powerful knowledge:

• You can't be sued for what you don't have.  
  You keep & control what they don't have.
• Deferral is postponing.
• Non-Taxable is a legal exception or exemption.
• Borrowing is a Non-Taxable event.
• Control of your money cannot be delegated to others.

We are NOT lawyers, accountants, financial planners, estate tax planners. We do not sell insurance, mutual funds, stocks, etc.  Estate Street Partners provides dynamic strategic custom engineered consulting & research to complex business transactions.  As advisors, we have developed a world-wide network of real-world strategic provider relationships, bonded and licensed international experts, available to us in collaboration and consultation with complete discretion, legal, and tax compliance, across boundaries on a domestic and international basis to meet the financial challenges and goals of our clients.

We have asked our best clients what they want:

     1. Assistance in making smart decisions about
        their money,

     2. Confidentiality about their transactions,

     3. Privacy, and

     4. Peace of mind.

We become your personal financial advisors:  We help you identify opportunities, implement dynamic strategies to achieve maximum profitability.  We conduct an in-depth study and information gathering of your project, examine your financial goals, review your alternatives, and we consult our network of experts for safety, legal, and tax consequences.   " If,".... we take your financial project, we make "your problem is our problem" for an agreed fee.

Our goods and services (our inventory) available for sale are:

1. Information.

2. Firsthand know-how.

3. Experience.

4. A world-wide network of bonded and licensed international real-world experts, available to us in collaboration and consultation with complete discretion, legal, and tax compliance of our clients transactions across boundaries on a domestic and international basis.

YOUR LIFE'S FINANCIAL GOALS SHOULD BE:

1. To become " judgment proof "  preservation of  your wealth,
2. To defer, possibly eliminate your capital gains taxes. [Federal 20-28%, + your state tax],
3. To reduce, defer, possibly eliminate your income taxes. [Federal 39.6% + your state],
4. To eliminate the "probate jail process."  In some states "probate jail"  could take 3+ years and consume 7% to 15% of your gross estate,
5. To eliminate ALL inheritance taxes, [Federal + state up to 65% of your gross estate].  Inheritance taxes when combined with probate costs, could consume up to 80% of your gross estate.    
   Click here:  Dear Creditor, I. M. Brooke.

Financial planning is based on your financial goal(s).   What's your financial goal(s)? 1, 2, 3, 4? 

Use "good planning" NOT secrecy. 

Rely on " law " NOT secrecy.

Asset by asset (personal residence, bank account,  investment account, business, other real estate, IRA, your pension) ... What's your financial goal(s)?    1,  2,  3,  4,  5, or combinations. (see above goals)  

Where does the asset belong?  

Choose the legal entity that best achieves your financial goal(s).  Domestic or international?        

Financial structures are like building blocks.  Add or deduct blocks as your personal and financial conditions change.  Your financial planning (building blocks) must be flexible. This is "FINANCIAL ENGINEERING."

To view a comparison financial grid click here.

• See your financial benefits derived from legal structures within the grid.

What's a Trust?

We provide the following services for a pre-determined fee, tailored to your specific financial goal(s):

• The ULTRA TRUST®
• The VERTEX TRUST®
• The MEDALLION TRUST®
• Limited Liability Company.  (Domestic or Foreign)
• Family Limited Partnership.
• Family Limited Liability Company.
• International Business Company (IBC).
• International Insurance Company.
• International Asset Protection Trust.
• International Bank Account.
• Captive Insurance Company.
• Limited Partnership. (Domestic or Foreign)
• Class "A" Foreign Bank within 8 weeks of approval.

We provide strategic custom, uncommon real-world contingent fee services based on the gross value of your transaction:  
Put the tax man on (((((HOLD)))))

• Deferral of Capital Gains Taxes on any highly appreciated asset(s). Minimum gain required: US$500,000 short term, $1million long term.  Qualifying assets:  Sale of your highly appreciated stocks, bonds, real estate, your business, note receivable at least 2 years old, any highly appreciated asset(s). 
• Deferred Compensation Planning on your salary or any 1099 compensation.  Minimum excess cash required US$150,000. We can possibly restructure any "income stream" to fit this mold:  Patents, royalties, rental income, business income, commissions, .....day trading.

offshore

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Many international jurisdictions impose less governmental regulatory restrictions and reporting, less taxes on their assets and income, greater flexibility and disclosure requirements.  Individuals, professionals, entrepreneurs, and their companies adopt an aggressive policy to safeguard and preserve their assets while significantly reducing their costs of doing business. 

It's worthwhile for you to recall, that the need for international diversification arises because of perceived shortcomings in the U.S. judicial, legislative, and political processes.   
The United States is the "OFFSHORE" for foreign entrepreneurs.   Foreign investors consider the United States as their "offshore" tax-free tax haven jurisdiction due to favorite treatment of their investments and tax-free status afforded to them.  Example: There's NO Capital Gains Taxes on securities purchased in the United States and sold by foreign investors.   
Dear Creditor, Sincerely yours, I. M. Brooke

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Successful high net worth entrepreneurs, investors, entertainers, senior executives, key employees, industrialists, physicians, inherited wealth, highly compensated individuals, and others with commercial rights to income streams seeking to protect their wealth, eliminate frivolous lawsuits from predators and their contingent-fee lawyers, reduce their tax liabilities by using good legitimate, logical, and suitable methods of tax-deferral, relying on law and not secrecy, planning and thinking ahead (out of the box) by implementing domestic and international strategies.  (goals)  
"The avoidance of taxes is the only intellectual pursuit that carries any reward." -John Maynard Keynes

what's an ULTRA TRUST®?

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What's a Trust?

More than 82,000 lawsuits are filed daily in the United States.      Holding any asset(s) in your name or jointly... is extremely, extremely risky.

The ULTRA TRUST® is a powerful new asset / wealth protection devise, meticulously crafted to hold your primary residence and all your other significant valuable assets, with total positive income tax benefits to your Federal Form 1040.  click here for more

Become judgment proof, preserve your wealth,  order your ULTRA TRUST® report, send US$29.00 to Rocco Beatrice, 167 Milk St. #462, Boston, MA 02109-4315

For our order form click here.

what's a
VERTEX TRUST®?

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What's a Trust?

 The VERTEX TRUST®  is an Irrevocable Domestic Non Grantor Trust  for deferring capital gains taxes on highly appreciated asset(s) up to 20 years within the United States,  30 years or more, if your transaction is taken internationally. "Defer" means to "postpone."

Based on the mortality tables supplied by the IRS, your capital gains taxes may be postponed, i.e. to your age 75, thus deferring your taxes up to 20 years domestically, up to 30 years possibly longer, internationally.

When your VERTEX TRUST®  will postpone your capital gains and all income taxes on re-investments.  When correctly engineered and implemented by qualified competent professionals, possible permanent tax deferral of capital gains taxes, permanent deferral of income taxes on accumulated earnings, elimination of probate, elimination of transfer taxes and  inheritance taxes.

Qualifying appreciated assets include the sale of your real estate, the sale of your business, your stocks, bonds, collectibles, art work, antiques, boats, planes, ANY HIGHLY APPRECIATED ASSET(S), a note receivable that is at least 2 years old, your lottery winning, etc.

The transaction is engineered and implemented between a domestic VERTEX TRUST® and an international platform customized to fit your financial goals.  Note:  If you do not desire your assets internationally, then the domestic VERTEX TRUST®  will accomplish your desired financial goals.

Generally, the asset(s) are transferred to your domestic  VERTEX TRUST® at fair market value, custom financially engineered in accordance with your mortality tables and your financial goals. Your domestic  VERTEX TRUST® will postpone taxes up to 20 years, 30 years if your transaction is taken internationally.  

Under certain implemented financial conditions, your heirs may get your money "potentially tax-deferred" i.e. you die earlier than your expected mortality tables.

"Knowledge" is our most important "product."
Naturally, this international platform is complex.  One size does not fit all.  It requires careful drafting, attention, and competent professional implementation.   It's a legitimate, logical, and suitable method of tax deferral.  To see if you qualify, contact us directly.  Ultimately, these transactions are complex to explain, not done over the internet, telephone, fax, Email, or snail-mail.

Originally engineered for "Nat King Cole."   Mr. Cole said to the IRS, "it's extremely unfair that you take 84% of my money."  (70% Federal, 14% California piggy-back)

This Deferred Compensation Planning is under the Jurisdiction of an International Tax Treaty. The only thing higher than an International Tax Treaty, is the Constitution of the United States.

The objective of your Deferred Compensation  Planning is to defer Income Taxes on your "earned excess cash" over your requirements to live on. This plan when properly implemented by a competent professional, will reduce your tax burden from 50% down to less than 10%. Once implemented, your Deferred Compensation Planing will be able to utilize it's strategic tax treaty position to achieve certain other financial goals, all under the (legal) jurisdiction of the International Tax Treaty.

Through a series of personal service contractual obligations, your personal services will be contracted to a employee leasing company. (An example of an employee leasing company, Kelly Services, Robert Half).

Financial opportunities:  Once established, your compensation plan may own your equipment, buy your account receivables on a discounted basis, may joint venture in any world-wide business  opportunity, buy stocks in the U.S. stock market, lend your money (a non-taxable transaction), etc. extremely, extremely flexible devise strictly for U.S. Citizens who spend less money than they make creating layers of wealth preservation, legal protection of your assets, while achieving international tax deferral.

This Deferred Compensation Planning may be equated to your IRA (Individual Retirement Account) or Self Employment Plan (SEP) or (KEOGH):

Depending on your life expectancy tables supplied by the IRS and your financial goals, this money may be Tax-Deferred over your life-time.  If your "Income-Stream" qualifies under the Tax-Treaty Compensation Planning, contact us directly.  It requires careful drafting, attention and professional implementation.   It's a legitimate, logical, and suitable method of tax deferral.   Ultimately, these transactions are complex - one size does not fit all, not done over the internet, telephone, fax, Email, or snail-mail.

Approved in all 50 states. The Limited Liability Company (LLC) is the strongest asset protection devise for your business, replacing the Sub "S."

Courts and clever predators with their contingent fee gold-digging lawyers have significantly  eroded the benefits and protection of corporate entities, allowing for little or no asset protection against employees, shareholders, officers, or directors. The LLC has become the "entity of choice" for all new business structures.  The Sub "S" has become the white elephant.

Significant financial benefit:  Your predator creditor's sole remedy is the "Charging Order."  Similar to partnerships, the Charging Order can only be against LLC,  member(s) and not the LLC.  The Charging Order  is obtained subsequent to your creditor obtaining a "judgment" against you for money damages and other frivolous charges.  Your creditor cannot, and is precluded by law, to step into your shoes as an LLC member and take-over the financial affairs of your LLC.  This, in and  by itself is a significant financial benefit.

In all cases, after you plead with your creditor, please, please, please, DO NOT put a Charging Order against me, because it will have a most  detrimental affect on how I deal with my clients, banks, and other businesses, your creditor will slap on a Charging Order.  (without realizing:  your creditor just gave you a major gift, thank you! drafters of the Uniform Limited Partnership Act.) 

Shocking news:  YOUR CREDITOR IS OBLIGATED TO PAY THE TAXES FOR YOU.  Every 6 months, send your creditor a letter on how well your business is doing, and that you want to make sure that he prepares himself to pay the taxes.  At the end of the taxable year, you send your creditor a copy of an additional letter along with the K-1, addressed to the IRS, requesting an audit of your creditor because you want to be tax compliant and that you want to make sure that all taxes have been timely paid and are up-to-date.  Do you still have doubts that your creditor will want to settle??

If you have $1million and you have a sphere of influence of $100 million or more, a foreign private bank is practically a license to have your own printing press.

A bank, is nothing more than a corporation, licensed to do banking.  We can establish a foreign class "A" bank within 8 weeks.

There are 3 classes of banks:

Class "A" similar to Bank of America, City Bank, Fleet, BankBoston, etc. Class "A" foreign banks are allowed to take deposits from the public, at large, similar to any large bank.

Class "B" are licensed to do banking within their industries, i.e. GE Capital.  They Cannot do business with the public, at large.

Class "C" banks are name-plate banks doing business as individuals for their own personal accounts.

A foreign bank has no accountability as to the types of financial transactions it may enter for profit.  A foreign class "A" bank, when properly capitalized and professionally managed has no limits to it's profitability. "It's practically a license to print money." 
Not available to IRS definition of "US Persons."  Please read our disclosure, it's there for your protection.