WHAT IS A FAMILY TRUST?

WHAT IS A FAMILY TRUST?

  • A Family Trust is a legal arrangement designed to manage and protect a family’s assets.
  • A family trust facilitates long-term wealth preservation through seamless asset transfer to future beneficiaries.
  • Family trusts ensure privacy by keeping asset distribution confidential, protecting sensitive financial information. 

FAMILY TRUST BENEFITS – ELIMINATE NEED FOR WILL

  • Foundation Trust
  • Asset Protection
  • Bank Account Protection from Turnover Orders
  • Contains ALL Tax Benefits
  • Eliminates Probate & Need for a Will
  • Eliminates Estate Taxes
  • Owns All Assets
  • Lawsuit Proof
  • Establishes Medical Power of Attorney & Medical Directives
  • Based on Common Law System

LEGALLY REDUCE YOUR INCOME TAX LIABILITY

  • Defer taxes LEGALLY per the Internal Revenue Code (IRC)
  • The Trust document is written to defer and minimize income and estate taxes to the fullest extent that the IRC allow
  • Zero Gray Area
  • Zero Capital Gains – Until Distributed
  • Simplify the Accounting Process

TAX AVOIDANCE IS LEGAL

  • The Department of the Treasury, IRS Handbook for Special Agents 412 communicates that Tax Avoidance is not a criminal offense.
  • “Any attempt to reduce, minimize or alleviate taxes by legitimate means is permissible.”

FULL DISCLOSURE

  • The Trust does NOT conceal nor misrepresent.
  • All income and expenses are shown and tied 100% to the following tax returns:
    • Business Income Tax Return
    • Trust Income Tax Return
    • Personal Income Tax Return

NOT SUBJECT TO CAPITAL GAINS TAXATION

  • Unlimited amounts can be sold
  • Non-Taxable Event
  • Zero Capital Gains on Growth or Sale of Trust Owned Assets
  • No 1031-Exchange Required
90 DAY TAX FREEDOM MAPPING SESSION