TRUST 

SOLUTIONS

Trust solutions involve using English Common law asset protection entities to secure your wealth and resources in a way that makes them less accessible to people who want to pry into or interfere with your economic privacy. 

REVOCABLE LIVING TRUST (RLT'S)

Revocable Living Trusts  can be used to protect assets which you plan to manage for the duration of your life. They entirely avoid costly probate procedures and give great flexibility. On the other hand, they may allow for less asset security.

IRREVOCABLE TRUSTS

Irritable trust can also be used to protect assets and they tend to offer estate tax advantages to those with estates over $5.4 million. On the another hand, they offer no flexibility in terms of the input to the trust creators who may have little or no influence over the trust and its assets.

BENEFICIARY'S DEFECTIVE INHERITORS TRUST

If one wishes to have both flexibility for life of a revocable living trust and the heightened tax and pricey protections of an irrevocable trust as us about a beneficiaries defective inheritor's trust. Although they tend to be a bit more complicated they afford many advantages over the typical trust configurations. 

PRIVATE PLACEMENT LIFE INSURANCE HAS ANNUAL CONVENTIONS. LAST YEAR’S PUBLISHED PARTICIPANT LIST INCLUDED:

  • Asian Pacific Community Fund

  • AXA Advisors

  • Credit Suisse

  • Holland & Knight

  • Katten Muchin Rosenman

  • PIMCO

  • Alaska Trust Company

  • BNY Mellon Asset Servicing

  • Goldman Sachs Asset Management

  • John Hancock

  • Och-Ziff Capital Management

  • Zurich Global Life North America

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