Frequently Asked Questions

Has any Trust client been audited? Yes, and the results of the audit could not have been more positive. The IRS issued a “No change status”.

Are there special reporting requirements for the Trust?
It has no periodic reports or accounting to make to any state or government (other than an annual 1041 Trust Return at the federal level).

If I get the Trust can I get rid of my entities?
Yes…Reduce the need for LLC’s, C’s or S’s, the state annual expenses associated with them along with the annual tax return expenses.

What makes our Trusts unique?
Our unique Trust is proprietary. Our Trust is guaranteed by the U.S. Constitution. Not only is our Trust language unique, but also there are equally important implementation procedures that are adhered to.

How much experience does Platinum Trust Group have in Trusts?
Every aspect of our Trust has been fully vetted. 50+ Years Combined Experience in Estate Planning, Business Strategy, and Solving Client’s challenges!

How were Platinum’s Trusts created?
Our trusts were designed by a collaboration of tax attorneys, trust attorneys and CPA’s. Countless hours of research, refinement and estate planning have gone into our trusts.  The end product is the most comprehensive trusts available.

Why were Platinum’s Trusts created?
To provide the ultimate tax mitigation, asset protection, privacy and generational wealth transference available.

What does a highly qualified tax attorney have to say about Platinum’s Trust?
“The complex Trust and accompanying documents work together as a system to accomplish the purpose for which the Trust was created. Assuming the Trust is implemented and maintained as instructed, I believe it will serve your estate and beneficiaries as intended” The tax attorney quoted above has the distinction of being a JD, LL.M (Master’s Degree in Taxation) and an admitted member of the Tax Bar

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