The Benefits of a Spendthrift Trust.

  • Privacy.

    The trust provides unrivaled privacy from all sources. Because the assets are legally sold into the trust, they no longer belong to you, and by structuring the trust this way, you ensure the absolute privacy of all assets contained within the trust.

  • Tax Advantaged.

    Using the IRS tax code, the trust is able to completely mitigate all passive income taxes, such as capital gains, dividend income, royalties, and investments interests. The trust can also greatly reduce active income taxes, such as an active business.

  • Asset Protection.

    When properly structured the trust protects all assets from lawsuits, liens, seizures, bankruptcy, divorce claims, and even imminent domain. Due to the nature of the assets being sold into the trust, they no longer belong to you. Because of that fact, the trust assets cannot be seized to satisfy your debts.

  • Generational Wealth Building.

    This element of the trust is birthed from the other elements working together to create one of the best vehicles for building a legacy to pass on to the next generations. The trust completely bypasses any probate and is not subject to the estate tax which allows 100% of the trust’s assets to be passed down for the next generation.

“The secret to success is to own nothing, but control everything.”

— Nelson Rockefeller

How to Get Started with a Spendthrift Trust.

  • Step 1

    Simply connect with us to schedule a Zoom or phone call to discuss your situation and how a Spendthrift trust could help. You will be asked some questions that will help us determine whether your situation requires a single or dual trust.

    Once we determine your situation, we will schedule a follow-up call to go over any other questions you may have.

  • Step 2

    We move with completing the necessary order forms to create the trust along with collecting payment for the trust. Once the order forms and payment has been received and validated, the trust will be created and the trust documents will be delivered to you.

    The process typically take 5-7 business days once forms and payment are validated.

  • Step 3

    After the trust is registered, we assist you with obtaining an EIN, opening a bank account, and selling all assets into the trust along with any other miscellaneous items that are required to get the trust fully operational. We also provide continued support by providing information about strategies that work in conjunction with a trust to provide even greater continued benefit.

  • Step 4

    The CPA firm that handles filings for the trust will give you access to a library of information about the trust, how to operate it, etc. They also conduct monthly webinars to discuss various topics in relation to the use and operation of the trust.

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