OPTIMAL WEALTH STRATEGY GROUP
Beneficial Trust | Business Trust | Charitable Trust | Real Estate Trust...
Trust - Protect All Assets, Defer The Taxes
Our Trust strategy is specifically designed for high-income and high-net-worth individuals and businesses like yours. It can help you defer all capital gains and passive income, even allowing you to convert up to 90% of your active income to passive while also providing "titanium vault" asset protection that is impenetrable to liabilities. This means that your assets are safe from creditors, lawsuits, and other potential threats. These are the secret strategic tools used by elite billionaires for protection, privacy, preservation, and peace of mind.
With our customized copy-righted Trust products, you'll have access to cutting-edge tax planning strategies and unparalleled asset protection, all in one convenient package. This is a unique opportunity to take control of your financial future and secure your wealth for generations to come anywhere in the world. Our Trusts can also help you eliminate the need for REI 1031 exchange capital gains, eminent domain property seizure, inheritance taxes, and probate court hassles.
WHAT IS A TRUST?
Legal entities that can be used to transfer and manage property or assets. It is an ingenious entity empowering Trustees of the Trust to have and hold all control over that property or assets. The terms and conditions of the Trust strictly define the form of the trust used and the needs of the people it is created to serve.
TRUST ESTABLISHMENT
Consideration of some type is transferred from a Settlor to another person (known as the trustee) with the understanding that the recipient will hold the property and assets or use them in a way that is directed or established as laid out in the terms and conditions of the trust. Anyone who benefits from the use of the property or assets is known as the beneficiary.
TRUST ESTATE
The property or assets that are transferred to a trust becomes the trust corpus. The Trustee of a trust is the only entity that can affect the transfer of assets, property or monies to a trust. A trust estate consists of all of the property (tangible or intangible), assets, cash, rights and obligations that are transferred to the trust. The trust estate is managed in accordance with the terms and conditions of the documents creating the trust. Because the property is held in trust it is generally not subject to turnover*.
Learn More
- Basic Information
- Main Advantages of the Spendthrift Trust
- Legal Facts
- Interesting Facts
- Case Law
- Special Reports
- Trust Reports
- Bill of Sale/Demand Notes/Leases/PSAs
- Non-Grantor Irrevocable Spendthrift Trust
- What the IRS states
- Who Can Benefit
- 3 Benefits of Establishing a Business Trust
- Description of Parties to the trust
- Cryptocurrency Call
- Benson Financial
- FAQs
PARTIES TO A TRUST
The Settlor
The Beneficiaries
The Settlor
Sometimes called the Creator, Grantor, Settlor or Trustor, is any person who creates a trust for the benefit of beneficiaries. To establish the trust, and realize the protection afforded, the trust should be established through an initial funding by a settlor, someone who cannot be the trustee or the beneficiary. After the trust is established, the trustee may convey additionally assets, tangible and intangible, to the trust for the benefit of the beneficiaries.
The Trustee
The Beneficiaries
The Settlor
A person, financial institution (such as a bank or trust company) or managing entity that holds the legal title in trust for the trust estate. There may be one or more trustees. If a trustee is unable or unwilling to serve then a successor trustee steps in to hold and manage the trust estate. The trustee is obligated to act in accordance with the terms and conditions of the trust for the benefit of the trust beneficiaries.
The Beneficiaries
The Beneficiaries
The Beneficiaries
The persons or entities which benefits from the trust estate. The rights of beneficiaries depend on the terms and conditions of the trust. Beneficiaries have no “equitable title” only a “beneficial interest” in the property or assets held in the trust. Beneficiaries have no right of management of the trust nor have any right to have access to business records or knowledge of trust business or actions.
Disclaimer
Last updated June 19, 2023
The information provided by Optimal Wealth Strategy Group ("we," "us," or "our") on financialeducationsolutionsgroup.com or optimalwealthstrategygroup.com (the "Sites") is for general informational purposes only. All information on the Site is provided in good faith, however, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site.
UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SITE OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SITES. YOUR USE OF THE SITES AND YOUR RELIANCE ON ANY INFORMATION ON THE SITES IS SOLELY AT YOUR OWN RISK.
EXTERNAL LINKS DISCLAIMER
The Sites may contain (or you may be sent through the Sites) links to other websites or content belonging to or originating from third parties or links to websites and features in banners or other advertising. Such external links are not investigated, monitored, or checked for accuracy, adequacy, validity, reliability, availability, or completeness by us.
WE DO NOT WARRANT, ENDORSE, GUARANTEE, OR ASSUME RESPONSIBILITY FOR THE ACCURACY OR RELIABILITY OF ANY INFORMATION OFFERED BY THIRD-PARTY WEBSITES LINKED THROUGH THE SITES OR ANY WEBSITE OR FEATURE LINKED IN ANY BANNER OR OTHER ADVERTISING. WE WILL NOT BE A PARTY TO OR IN ANY WAY BE RESPONSIBLE FOR MONITORING ANY TRANSACTION BETWEEN YOU AND THIRD-PARTY PROVIDERS OF PRODUCTS OR SERVICES.
PROFESSIONAL DISCLAIMER
The Sites cannot and does not contain financial advice. The financial information is provided for general informational and educational purposes only and is not a substitute for professional advice. Accordingly, before taking any actions based on such information, we encourage you to consult with the appropriate professionals. We do not provide any kind of financial advice.
THE USE OR RELIANCE OF ANY INFORMATION CONTAINED ON THE SITE IS SOLELY AT YOUR OWN RISK.
TESTIMONIALS DISCLAIMER
The Sites may contain testimonials by users of our products and/or services. These testimonials reflect the real-life experiences and opinions of such users. However, the experiences are personal to those particular users, and may not necessarily be representative of all users of our products and/or services. We do not claim, and you should not assume, that all users will have the same experiences.
YOUR INDIVIDUAL RESULTS MAY VARY.
The testimonials on the Sites are submitted in various forms such as text, audio and/or video, and are reviewed by us before being posted. They appear on the Sites verbatim given by the users, except for the correction of grammar or typing errors. Some testimonials may have been shortened for the sake of brevity where the full testimonial contained extraneous information not relevant to the general public.
The views and opinions contained in the testimonials belong solely to the individual user and do not reflect our views and opinions. We are not affiliated with users who provide testimonials, and users are not paid or otherwise compensated for their testimonials.
Copyright © 2023 FinancialEducationSolutionsgroup.com - All Rights Reserved.
Powered by GoDaddy
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.