“The secret to success is to own nothing
but control everything”
Nelson Rockefeller
“The secret to success is to own nothing
but control everything”
Nelson Rockefeller
THE POWER OF PLATINUM’S
IRREVOCABLE & NON-GRANTOR TRUST
Impenetrable Asset Protection
It’s very easy to pierce the corporate veil. Wake Forest Law review states that over 40% of entity piercing attempts are successful.
When Platinum’s Trusts are used in a legal manner and under the Spendthrift provision, they are totally impenetrable by creditors, agencies, and the government. Property and assets held by Platinum’s Trust cannot be seized. You as the Trustee have the ability to make purchases in the name of the Trust, and therefore the ability to enjoy the benefit of using those purchases liability free.
THE POWER OF PLATINUM’S
IRREVOCABLE & NON-GRANTOR TRUST
Impenetrable Asset Protection
It’s very easy to pierce the corporate veil. Wake Forest Law review states that over 40% of entity piercing attempts are successful.
When Platinum’s Trusts are used in a legal manner and under the Spendthrift provision, they are totally impenetrable by creditors, agencies, and the government. Property and assets held by Platinum’s Trust cannot be seized. You as the Trustee have the ability to make purchases in the name of the Trust, and therefore the ability to enjoy the benefit of using those purchases liability free.
IRS COMPLIANT
Legal & Effective Tax Mitigation
Platinum’s Trust utilizes a one-of-a-kind registered copyrighted trust that is able to legally, per the IRS trust tax code, defer taxes in perpetuity on both business and personal tax liability. Our trust defers and minimizes income and estate taxes to the fullest extent the IRS allows; in most cases between 78% to 97% or more.
Platinum’s Trust does not conceal or misrepresent. All income and expenses are shown and tied 100% to a business and reflected in trust and personal tax returns.
IRS COMPLIANT
Legal & Effective Tax Mitigation
Platinum’s Trust utilizes a one-of-a-kind registered copyrighted trust that is able to legally, per the IRS trust tax code, defer taxes in perpetuity on both business and personal tax liability. Our trust defers and minimizes income and estate taxes to the fullest extent the IRS allows; in most cases between 78% to 97% or more.
Platinum’s Trust does not conceal or misrepresent. All income and expenses are shown and tied 100% to a business and reflected in trust and personal tax returns.
NOT SUBJECT TO PUBLIC RECORD
Maximum Privacy
It prevents any information about your assets, liabilities and heirs from becoming public. This assures the highest level of privacy. It has the same constitutional rights as any individual: The right to privacy, freedom from unwarranted search and seizure, and all other rights. Our type of trust consists of private documents and is not subject to public record.
NOT SUBJECT TO PUBLIC RECORD
Maximum Privacy
It prevents any information about your assets, liabilities and heirs from becoming public. This assures the highest level of privacy. It has the same constitutional rights as any individual: The right to privacy, freedom from unwarranted search and seizure, and all other rights. Our type of trust consists of private documents and is not subject to public record.
BUILDING YOUR LEGACY
Safe & Smart Wealth Transference
For affluent individuals, Irrevocable Trusts have long been an effective vehicle for passing on wealth to future generations. Since assets placed in an irrevocable trust aren’t considered part of a taxable estate, their value doesn’t count against the federal estate tax exclusion. Accordingly, our unique irrevocable trust is an important financial planning tool for mitigating estate taxes due to the waterfall effect created as the Trust passes from one generation to another.
BUILDING YOUR LEGACY
Safe & Smart Wealth Transference
For affluent individuals, Irrevocable Trusts have long been an effective vehicle for passing on wealth to future generations. Since assets placed in an irrevocable trust aren’t considered part of a taxable estate, their value doesn’t count against the federal estate tax exclusion. Accordingly, our unique irrevocable trust is an important financial planning tool for mitigating estate taxes due to the waterfall effect created as the Trust passes from one generation to another.
