New!!        Medallion Trust ®        New!!       Medallion Trust®      New!!       Medallion Trust®

Solid Protection.

Why ?  consider the MEDALLION TRUST®
Few Americans actually prepare for the  estate tax "Death-Tax Trap."  Your government wants to become your most favorite heir.  By engineering your assets around legal exceptions and exemptions, you can avoid these unwanted results.

Various tax proposals are being bandied about.  Currently, estate taxes vary from 37% to 55%.  Only Japan has a higher rate of 70%.  Germany takes a maximum of 40%, while Australia and Canada, take nothing.

In anticipation of congress changing the rules,  the MEDALLION TRUST® has been financially engineered to take  advantage of your "legal exceptions loophole" by effecting your tax exemptions, now!!!  
There's absolutely no risk with the MEDALLION TRUST®.

 The Medallion Trust®
The Medallion Trust® was financially engineered
to take advantage of your Gift/Estate Unified Tax Credit Legal Exceptions LOOPHOLE. 

Year: Amount (exemption) that can be gifted and not subject to a gift tax or estate tax, per person:
1999 $625,000
2000 & 2001 $675,000
2002 & 2003 $700,000
2004 $850,000
2005 $950,000
2006 and thereafter $1,000,000

CONGRESS is thinking of eliminating, reducing your legal exceptions loophole, or who knows?  Why take the risk?  
There's NO downside to implementing your MEDALLION TRUST®

The MEDALLION TRUST® is designed to LOCK-IN your LOOPHOLE without any downside risk.

Additional benefits:

HOW DO I GET ONE?
Your TRUSTEE  
your best friend, lawyer, accountant, ... any individual  you select, will set up:  
"The ---Name--- MEDALLION TRUST®" under the laws of your state.
You "GIFT" your private residence, or any other valuable assets(s)] at Fair Market Value, to:
 your  MEDALLION TRUST®
Note: your Non-Taxable gift(s) are subject to your legal loophole amounts. see above.
You and your spouse, each will file a "Gift Tax Return" for the value of the asset(s) gifted to:
your  MEDALLION TRUST®
 
A checking account is established in the name of your  trust, with power of attorney granted to you or your spouse (as the attorney in fact).
All your expenses are paid through your MEDALLION TRUST®

What's the difference...

the ULTRA TRUST®

the MEDALLION TRUST®

Purpose

the ULTRA TRUST® was meticulously crafted to hold your primary residence and all your other significant assets, with total positive income tax benefits, i.e. real estate tax and mortgage interest deductions on your Federal form 1040.
Under certain conditions may defer your capital gains taxes.

Same.
In addition, the MEDALLION TRUST® was carefully designed to take advantage of your Estate Gift Tax Unified Tax Credit Exemption LOOPHOLE  Congress is thinking of amending, reducing, eliminating, who knows?
The MEDALLION TRUST® will freeze your legal loophole.  If it goes up, you can add to your trust.  If it goes down, you are locked in.

How is the trust funded

Assets to the ULTRA TRUST® are "exchanged" at Fair Market Value in return for a Private Annuity

Assets are "gifted" at Fair Market Value to the MEDALLION TRUST®

Forms filed with the IRS

NONE

Form 709, U.S. Gift Tax Return is filed with the IRS by April 15 after the gift is made.

Dollar Limitations that can be transferred to the Trust

UNLIMITED

NO
DOLLAR
LIMITATIONS ON $$ TRANSFER TO YOUR ULTRA TRUST®  

LIMITED to your Estate Gift Tax Unified Tax Credit Exemption LOOPHOLE:
Amount that can be gifted and not subject to a gift tax or estate tax exemption (per person):
1999  $625,000
2000 & 2001  $675,000
2002 & 2003  $700,000
2004 $ 850,000
2005  $950,000
2006 and thereafter $1,000,000

Assets that can be transferred

Personal residence, other real estate, your cash account, your investment account, your automobile, your insurance policy, your sub "S" stock, your Limited Liability Company, General Partnership interest in a Limited Partnership.  All your valuable assets.

Same. However, assets transferred to the MEDALLION TRUST® are subject to the above Gift/Estate Tax Unified Credit dollar limitations.
Note: If the credit goes up, you add to your trust.  If the credit goes down or eliminated, you are LOCKED IN.

Asset/Wealth Protection

Yes

Yes

Eliminates the Probate Process

Yes

Yes

Eliminates
Estate Taxes

Yes

Yes

Tax Benefits to your Federal
Form 1040

Yes
All tax deductible attributes of underlying assets transferred to the ULTRA TRUST® ultimately are "passed through" to your Federal Form 1040.

Same

Cost to implement

US$11,500

US$8,500


Click here to review the ULTRA TRUST® and our other services.

 Click here to order additional information.

What's a Trust?

Rocco Beatrice, CPA, MST, MBA
Call me directly, fax me, or Email me for assistance, there's no charge for a quick confidential reply to your questions.
 Estate Street Partners, LLC
71 Commercial Street #150, Boston, MA 02109
tel: (508)429-0011     fax: (508)429-3034
RBeatrice@taxdeferrals.com
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