UltraTrust Irrevocable Trust Asset Protection

Home / Contact

Contact Us

Estate Street Partners provider of the Ultra Trust®, a premium irrevocable trust plan

Contact
Name

Contact us at Ultra Trust® if you have any questions or you need assistance with setting up your irrevocable trust plan.

Texas Office

1560 E. Southlake Blvd.
Suite 100
Southlake, TX 76092
 
U.S. Direct: (508) 429-0011
Estate Street Partners Riverside Building in Newton, MA: Sute 400, 275 Grove Street, Newton, MA 02466
Rocco Beatrice Sr. photo

The Alternative, Uncompromising & Exclusive Estate Planning & Wealth Preservation Chartered Blueprint for Your Accelerated Financial Success

Providing Advanced Award-Winning & Expert Estate Planning, Irrevocable Trusts & Offshore Trusts, International Business Company, Foreign Asset Protection Trusts Services.

Rocco Beatrice Sr., Managing Partner –
CPA, MST, MBA, CWPP, CAPP – (Rating level “AA”, Rating level “O”, Rating level “G”)
Award-Winning Estate & Trust Planner
  • CPA, MST, MBA
  • CPA – Certified Public Accountant
  • MS – Taxation, Master of Science in Taxation
  • MBA – Management & Taxation
  • BSBA – Management & Accounting
  • Certified Wealth Preservation Planner
  • Certified Master Mortgage Broker
  • Certified Medicaid Planner (CMP)
  • Certified Asset Protection Planner – Designated Rating Level “AA”, Offshore Asset Protection Rating Level “O”, Global Asset Protection Rating Level “G”
  • Award-Winning Estate & Trust Planner
  • International strategist of complex business transactions
2
Scroll to Top