SHIELD YOUR LEGACY WITH OUR TRUST

Asset Protection, Tax Mitigation, & Legacy Transference Trusts

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Our proprietary trusts provide absolute asset protection,
significant tax savings, & generational wealth building.

ATTORNEY DESIGNED    •     IRS COMPLIANT
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PERSONAL TRUST

Personal Trusts are the ideal tax mitigation, asset protection and estate management tool. It was designed to be supremely legal, tax friendly and compliant within the Internal Revenue Code.

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BUSINESS TRUST

Business Trusts are ideal for clients who have one or many business interests. One Trust can accommodate an unlimited amount of businesses. It conveys assets that produce active income.

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“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

Asset Protection

Tax Mitigation

Maximum Privacy

Wealth Transference

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.

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SCHEDULE FREE CONSULTATION
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.

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SCHEDULE FREE CONSULTATION
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.

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SCHEDULE FREE CONSULTATION
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.

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SCHEDULE FREE CONSULTATION
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.

SCHEDULE FREE CONSULATION
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.

SCHEDULE FREE CONSULATION
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.

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SCHEDULE FREE CONSULTATION
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.

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ON-DEMAND
MASTERCLASS

Personal Trusts are the ideal tax mitigation, asset protection and estate management tool. It was designed to be supremely legal, tax friendly and compliant within the Internal Revenue Code.

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Due to the complex benefits of Platinum’s Trust, we recommend a phone call to start the conversation. Please fill out a quick form and then schedule your free one-on-one call.

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5 STAR REVIEWS

Platinum Trust Success Stories

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5 STAR REVIEWS

Platinum Trust Success Stories

READ ALL SUCCESS STORIES