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Irrevocable Domestic
Non Grantor Trust
Defer capital gains taxes, income taxes,
transfer taxes, inheritance taxes
The VERTEX TRUST® is an Irrevocable Domestic Non Grantor Trust for deferring capital gains taxes on highly appreciated asset(s) up to 20 years within the United States; 30 years or more, if your transaction is taken internationally. "Defer" means to "postpone."
Based on the mortality tables supplied by the IRS, your capital gains taxes may be postponed (i.e. to your age 75, 80, 85, 90, etc.); thus deferring your taxes up to 20 years domestically and up to 30 years or possibly longer, internationally.
When your VERTEX TRUST® is combined with an international platform, your Domestic Irrevocable Non Grantor Trust, will postpone your capital gains and all income taxes on re-investments. When correctly engineered and implemented by a team of qualified competent professionals, such as Estate Street Partners, the possible results are permanent tax deferral of capital gains taxes, permanent deferral of income taxes on accumulated earnings, elimination of probate, elimination of transfer taxes and inheritance taxes.
VERTEX TRUST® (Registered Trademark of Estate Street Partners, LLC)
"Knowledge" is our most important "product."
Managing Director, Estate Street Partners, LLC
Mr. Beatrice is an asset protection, award-winning trust and estate planning expert.
Estate Street Partners, LLC
Uncompromising, Alternative and Exclusive Estate Planning & Wealth Management for an Accelerated Chartered Roadmap to Financial Success
71 Commercial Street #150, Boston, MA 02109
toll-free: 888-93-ULTRA (888-938-5872)
tel: +1.508.429.0011 fax: +1.508.429.3034
Only by appointment: 2235 E. Flamingo Road, Suite 201-G, Las Vegas NV 89119
toll-free: 888-93ULTRA (888-938-5872)
tel: 702.615.7616 fax: 702.796.6694
