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What is a Trust?
What is a Trustee?
Who are the beneficiaries of a Trust?
Now I would like to talk to you about, what is a trust. A trust, no matter what type – irrevocable trust, revocable trust, grantor trust, non-grantor trust - is really nothing more than a contract between you and someone else. If there is a contract between you and I, we can sit down and decide you're going to do this, you're going to do that. Therefore, an Ultra Trust® is nothing more than a private contract between you, the person with the money, and your trustee. The trustee is the person who manages the money on behalf of your beneficiaries (i.e. your heir or your children). And the beneficiaries can be you, your wife, your children, anyone you wish, your girlfriend, boyfriend, dog, cat, whatever. It's whomever you desire.
Continue to read part 4 of 11 on the Ultra Trust® benefits as one of the best irrevocable trust plans for asset protection here: Ultra Trust® Asset Protection Plan
- Part 1 - Estate Street Partners
- Part 2 - What is the Ultra Trust®?
- Part 4 - Asset Protection Plan
- Part 5 - Asset Protection Eligible Assets
- Part 6 - Irrevocable Trust Tax Benefits
- Part 7 - What is Probate?
- Part 8 - What is Estate Tax?
- Part 9 - Medicaid Spend Down Rules
- Part 10 - What is the Ultra Trust®?
- Part 11 - Irrevocable Trust Benefits
Rocco Beatrice, CPA, MST, MBA, Managing Director, Estate Street Partners, LLC.
Mr. Beatrice is an asset protection award winning trust and estate planning expert.
To learn more about irrevocable trusts and senior elder care visit:
- Medicare: elder care
- Asset Protection from Medicaid
- Hide My Assets Medicare
- Protect Assets Nursing Home Costs
- Nursing Home Spend-down Program
- Medicaid Estate Planning
Managing Director, Estate Street Partners, LLC
Mr. Beatrice is an asset protection, award-winning trust and estate planning expert.
| If you are seeking for an Alternative, Uncompromising & Exclusive Estate Planning & Wealth Preservation Chartered Roadmap to Your Accelerated Financial Success then call us now for a completely FREE, no obligation, no sales pressure, 100% total & complete client privacy consultation. Call us now at 508-429-0011! |
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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
