Trusts - Financial Tax Strategy

Abusive Trust Schemes

On the IRS website, they have a section that talks about Abusive Trust Schemes.

How it Works

Fill out the form on this page.
Schedule a complimentary phone consultation.
Obtain a report with the numbers associated with your case
Submit your new report to your tax professional for confirmation of the numbers.
Choose to work with us if the tax strategy fits your needs and goals!

Testimonials

Glenn G.

regular user

After many years of suffering under a burdensome tax code, it was really great to learn of a legal tax deferral strategy used by the wealthy that allows me to defer my tax bill for 30 years. Ruth’s team was very helpful in guiding me through this complex tax strategy, making it a simple and easy process. I found her team to be responsive to my questions, knowledgeable, and very good listeners.

I am thankful that I found both Ruth Benjamin’s team and this tax strategy. With Ruth’s help in this tax matter, I find that the flexibility of this strategy is helping me meet some of my financial needs and goals while deferring my tax bill for decades.

Bottom line is, both Ruth and her team were very accessible and great to work with.

Thank You,

Stefan Freeman

new customer

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Betty Black

regular customer

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Anna White

regular customer

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Diana Richards