Derivative Financial Instrument® is our proprietary financial consulting service designed to align precisely with your estate planning objectives. This specialized strategy assists in structuring your estate plan to avoid triggering:
- IRS income taxes,
- Gift taxes,
- Estate taxes, and
- The probate process.
When executed timely and properly, this service reduces exposure against civil conspiracy claims by establishing a legal defense framework from past, present, or even future (unborn) creditors.
We look forward to working closely together with you as well as your professional advisors in order to elevate your estate planning strategy. The DERIVATIVE FINANCIAL INSTRUMENT® suite of consulting services is custom, secure, and future-oriented.
Managing Director, Estate Street Partners, LLC
Riverside Center Building II, Suite 400, Newton, MA 02466
Tel: 1+888-938-5872 | Fax: +1.508.429.3034
