Defer Generations

• The IRS law says “there has to be a possibility for an end of the Trust for there to be a possibility of tax.” The Specialized Trust is set up for 21 year renewable option (this can be done generationally until the last of the beneficiaries and their heirs deceases). If the Trustee decided to end the Trust, he or she could and would pay the tax on the entire value of the Trust.
• The uniqueness of this Trust stems not from any variant legal doctrine, but from the unique manner in which the Trust and  Correlating documents intertwine provisions that have existed for many decades in less creative iterations.
• The verbiage of the Trust and the accompanying documents work together as a system to accomplish the purpose for which the Trust was created.
• The Specialized Trust will provide multiple opportunities regarding Tax Benefits for most income types including, ordinary income, stocks and dividends as well as short and long term capital gains. This is not a tax dodge, it is tax deferment through the life of the trust. The Trust defers taxes until the Beneficiary receives their disbursement; if, when and ever. This does not mean that the trust can make payments ie distributions for virtually any reason.

• Only licensed Attorneys are permitted to give legal advice, create and sell legal documents and practice law.
• The Specialized Trust copyright is distributed by Platinum Financing Group through the Law Firm we work with.
• The Specialized Trust estate management tool was designed to be supremely legal, tax friendly and compliant within the Internal Revenue Code so that the Trust cannot be investigated or have the ability to be overturned for any reason.
• Since the inception of our Specialized Trust, not one has ever been audited from the countless thousands of returns filed by our tax preparers.
• Included in the price of your Specialized Trust, you will be provided with all required legal documents to perform necessary Trust business as well as one-on-one training for utilizing your Trust.

Non-Grantor, Irrevocable, Complex, Discretionary, Spendthrift Trusts provides the utmost legal protection and tax advantages for all our clients

•  Our Trusts were written to comply with Scott on Trust Law, the 3rd Restatement of Trusts and the Internal Revenue Code. This was done so the Trust Corpus would be protected from turnover orders by any court or judge, with the exception of fraudulent conveyance.
•  The non-grantor designation exempts the Trust from any alter ego status that brings into action the management or beneficial enjoyment by the Settlor. If the creator of a trust has management of the corpus, or is a beneficiary of the trust, it becomes a so called living trust which has limited benefits and no tax advantages or asset protection.
• In order to have asset protection, the Trust must be Irrevocable and non-grantor. This Trust separates the Settlor or Creator from the corpus of the Trust. When assets are irrevocably transferred to Trust they may never revert to the one who is making the endowment or the Settlor of the Trust. Under these terms and conditions, upon creation, legal separation has occurred and the corpus may not be breached by claimants of the Settlor.

• In order to serve the Beneficiaries of the Trust and protect the corpus, the Trust must be Complex in nature with terms and conditions that plainly and fully state the powers and limitations of the Trustees. Complex Trusts  are governed by terms and conditions that may not be altered or changed by the Trustees and the purpose of the Trust is established once and for all time.
• The Spendthrift Provisions of the Trust are the critical element of the document in that no Spendthrift Trust Corpus may be penetrated to reach the assets of that Corpus. Case law upholds this and has upheld this over the many long years of its existence and will continue to uphold it. No judge or court may issue a turnover orders against a properly constructed Spendthrift Trust. The sole exception to this rule of law is fraudulent conveyance to avoid judgment; and this applies to a Trust created after litigation has been filed, not before
• In Weeks v. Sibley DC 269, 155, Edwards V. Commissioner. 415121532 10th Circ. (1969) & Phillips v. Blanchard 37 Mass 510, The courts ruled that a Spendthrift Trust Organization is not illegal even if formed for the express purpose of reducing or deferring taxes
• The Discretionary terms and conditions of the Trust are established to insure the absolute and sole discretion power of the Trustee in determining the distribution of the Corpus assets to the Beneficiaries of the Trust. If any single percent of the Corpus is designated to be held, or distributed, to any one or more Beneficiaries, the Discretionary designation of the Trust would be invalid.
  This in no way would affect the asset protection but, could adversely affect the taxable structure of the Trust. The Internal Revenue Code is explicit and clear with  regard to the Discretionary nature of a Trust plainly stating that if a fiduciary has the sole and absolute authority to designate something as Extraordinary Dividends or Taxable Stock Dividends, and that is paid to the Corpus of the Trust, and not subject to distribution, this is not income to the Trust according to Rule 643.

Thus, all of our Trusts were created and are written to be Non-Grantor, Irrevocable, Complex, Discretionary, Spendthrift Trusts and Copyrighted for our use. The attorney firm, is the sole owner of Copyrights, LLC that sells the Copyrights so that it is legal to offer the documents under his law license.