About Us: Estate Street Partners

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Estate Street Partners Provide Advanced Expert Estate Planning, Trusts, Asset Protection Trusts Services.

Estate Street Partners: Fresh ideas creating liquidity for your greatest asset protection

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

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Estate Street Partners addresses “your problem of wealth.” Providing liquidity with advanced solutions you don’t currently have. Our core business competency lies in the provision of dynamic, strategic, custom consulting & research to complex business transactions. We don’t sell insurance, mutual funds, stocks, etc. and, we don’t have canned “catch-all” solutions. As advisors, we have developed a network of strategic “hands-on & real world” relationships from the legal, accounting, and tax professions from all realms. Our operating strategy is to build and leverage our collective knowledge and multi-dimensional financial engineering resources, providing you with competent professional strategies designed to protect your assets from potential frivolous lawsuits, preserve your wealth by recapturing lost tax dollars, defer capital gains taxes, reduce taxes on your income streams, eliminate probate and estate taxes. You will receive tax efficient wealth transfers to your next generation.
Estate Street Partners, LLC – Fresh ideas creating liquidity.
Via our network team of bonded and licensed professionals, we can provide unparalleled, uncompromising and advanced acceleration of:
We utilize various means such as LLCs, trust and other asset protection strategies to customize a solution to meet your needs and highest yield expectations.
Estate Street Partners is the alternative, uncompromising & exclusive estate planning & wealth preservation chartered blueprint to your accelerated financial success. Our advanced, effective and attractive wealth preservation solutions are the key to how our affluent clients remain affluent. They have embraced powerful “knowledge.”
* Estate Street Partners does not facilitate Offshore Bank accounts


Rocco Beatrice Sr.

Rocco Beatrice Sr. photo
Rocco Beatrice Sr., Managing Director
  • CPA – Certified Public Accountant
  • MS – Taxation, Master of Science in Taxation
  • MBA – Management & Taxation
  • BSBA – Management & Accounting
  • CWPP – Certified Wealth Preservation Planner
  • CMMB – Certified Master Mortgage Broker
  • CMP – Certified Medicaid Planner
  • CAPP – 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 transaction(s)
Mr. Beatrice Sr. travels extensively to gain firsthand knowledge and experience, across boundaries, building strategic real world channels and providing advanced uncommon solutions that you don’t currently have. “Knowledge” is “hands-on and real world experience.”

Advanced Degrees, Certificates & Awards:

Certified Wealth Preservation Planner designation from the Wealth Preservation Institute: Rocco Beatrice

Certified Wealth Preservation Planner

As a designated Certified Wealth Preservation Planner thorough knowledge of the following topics is required to help protect, grow and preserve your wealth:
  • Domestic LLCs
  • FLPs and offshore asset protection trusts
  • “Freeze” Partnerships
  • Wealth Builder Annuity
  • The Leverage Bonus Plan
  • Section 79 Plans
  • 1% CFA Mortgages
  • Equity Indexed Annuities
  • The Maximizer
  • 401k Plans
  • New Comparability PSPs
  • Defined Benefit and 412(i) Defined Benefit Plans (and carve out plans)
  • VEBAs/419 Plans
  • ESOPs, Life Settlements, Reverse Mortgages, Life Insurance, Charitable Remainder Trusts, Charitable Gift Annuities, Family Foundations, Qualified Pension Insurance Partnerships, Intentionally Defective Grantor Trusts, A/R Financing/Leveraging, HRAs, HSAs, Corporate Structure and many more topics.
Certified Asset Protection Planner degree from the Wealth Preservation Institute: Rocco Beatrice


The Level “AA” rating is for advisors of all kinds who know domestic asset protection planning, but do not draft legal documents. In order to receive a Level “AA” Rating, the advisor must prove to the APS® (Asset Protection Society) Board that they have sufficient knowledge to provide competent advice to clients when it comes to protecting their wealth and assets. The easiest way to prove to the APS® Board that an advisor has sufficient knowledge is to become certified by an educational entity which deals with asset protection. The only current educational institute which provides such education is The Wealth Preservation Institute through its CWPP® (Certified Wealth Preservation Planner) and CAPP® (Certified Asset Protection Planner) designations.
The Certified Wealth Preservation Planner certification is the only “advanced” certification course for preserving wealth of high income and high net worth clients in the United States. The Certified Asset Protection Planner certification is the only Asset Protection designation in the United States for high-net worth individuals and company(ies).
Offshore Asset Protection Rating “O” – Some asset protection planners are proficient in using domestic structures to protect a client’s wealth. As readers will find out, the best asset protection plan for liquid dollars (stocks, mutual funds, etc) is an Offshore Asset Protection Trusts (OAPT).
Advisors can obtain a Level “AAA,” “AA,” or “A” rating, but if you do not see an “O” as part of their rating, the advisor is not proficient or knowledgeable enough in the area of offshore planning to merit the “O” rating. An “O” rating means the advisor knows the benefits of offshore planning and can communicate that to clients and the their other advisors.
Global Asset Protection Rating “G” – Most asset protection “gurus” who really do know their stuff, focus on core domestic or offshore asset protection tools like Limited Liability Companies (LLCs) and Offshore Asset Protection Trusts (OAPTs).
The APS® (Asset Protection Society) was created to make the public aware of ALL of the creditors who can take their money/assets and list the advisors who can help protect clients from ALL such creditors.
Advisors can obtain a Level AAA, AA, or A rating, but if you do not see a “G” as part of their rating, the advisor is not proficient or knowledgeable enough in the “other” areas of asset protection to merit the “G” rating.
CMP Certified Medicaid Planner designation from the Wealth Preservation Institute: Rocco Beatrice


Long-term care Medicaid planning is one of the most important and overlooked topic by attorneys, financial planners, insurance agents, and CPAs. Unfortunately, because of the complexity of the Medicaid planning most advisors are not equipped to understand the detailed issues that go into planning for benefit eligibility, leaving their clients exposed to the high costs of the long-term care Medicaid spenddown. Many even unwittingly provide advice that causes their clients to lose eligibility for benefits!
Rocco Beatrice is a qualified CMP (Certified Medicaid Planner) his expertise is in:
  • Medicaid Eligibility Planning
  • General Asset-Eligibility Rules
  • Income Eligibility
  • Applying for Medicaid
  • Medicaid Community Spouse Asset Rules
  • Medicaid Asset-Eligibility Strategies
  • Medicaid Investments
  • Trusts, Revocable, Irrevocable, Living trust, Medicaid Trusts, Ultra Trust®
  • (Intellectual property ® Registered with the US Patent Office)
  • Derivative financial instrument®
  • (Intellectual property ® Registered with the US Patent Office)
  • Annuities and Promissory Notes
  • Life Insurance and Life-settlements
  • Captive Insurance
  • Super 401K Planning
  • IRA Advance Planning
  • Charitable Planning
  • Health Insurance and Self-funding
  • Qualified Retirement Planning
  • Premium-finance Life insurance
  • QUIP, Qualified Pension Insurance Partnerships
  • Section 79 Plans
  • Mortgage and Equity-harvesting
  • Special Concerns for the Homestead and Family Farm
  • Post-Eligibility Issues, Advocacy Opportunities and Veteran’s Benefits
  • Estate and State Recovery Rules
Certifed Master Mortgage Broker designation from the Wealth Preservation Institute: Rocco Beatrice


The Master Mortgage Broker course is the only “Advanced” education/certification course in the industry for mortgage professionals or for other non-mortgage professionals (financial planners, insurance agents, CPAs/EAs/accountants, attorneys, etc.) who desire to learn about mortgages.
The MMB™ teaches important topics that have to do with real estate. Topics such as charitable planning to defer or reduce the capital gains taxes on the sale of real estate or Intentionally Defective Grantor Trusts (IDGTs) which help with capital gains tax planning.
Call us to learn why the “Missed Fortune 101” platform (by Doug Andrews) has several flaws and why “equity harvesting” is the a financially viable and profitable avenue for almost all home owners on mortgages.
Certificate in trust and estate planning from Foundation of Continuing Education - Rocco Beatrice Sr.: small


Certificate in trust and estate planning from The Foundation for Continuing Education, Inc. Mr. Beatrice is a frequent speaker to the Foundation for Continuing Education, Inc. Attendees earn Professional Education Credits.

Additional Qualifications of Rocco Beatrice Sr.:

The MMB™ teaches important topics that have to do with real estate. Topics such as charitable planning to defer or reduce the capital gains taxes on the sale of real estate or Intentionally Defective Grantor Trusts (IDGTs) which help with capital gains tax planning.
  • Property Tax Associates – Mr. Beatrice is an expert in real estate and business valuations and has prosecuted Real Estate Tax Abatements for the past 44 years.
  • Corporate Tax Executive Financial International Business Strategist for multi-national companies. CPA with Touche Ross & Co. (Big 6 U.S. Public Accounting)
  • Tax Executive, the Stop & Shop Companies, Inc. (New York Stock Exchange / Consumer Retailer).
  • Tax Manager, International Tax Strategist, Analog Devices, Inc. (New York Stock Exchange multi-national high tech manufacturer of semiconductors, and related high-tech processes).
KNOWLEDGE is NOT information on the internet.

Rocco Beatrice Jr.

Rocco Beatrice Jr. photo
  • BS, MBA
  • BS (Magna cum Laude honors) – Finance and Quantitative Studies
  • MBA – Analytical Finance & Accounting
Mr. Beatrice Jr. is the Director of Estate Street Partners, LLC; a Boston based, financial engineering consulting firm. Additionally, he is the Managing Member of Vertex Management Group, LLC; a Boston based, financial and marketing consulting firm.
In 1999, Mr. Beatrice Jr. earned his Bachelor of Science degree with Magna cum Laude honors with a concentration in Finance and Quantitative Studies from Babson College in Wellesley, Massachusetts. He went on to graduate studies at Harvard University and earn his Master of Business Administration majoring in Analytical Finance & Accounting from The University of Chicago, Booth School of Business in Chicago, Illinois in 2006. Prior to his studies at the University of Chicago, Mr. Beatrice Jr. worked at Constellation Energy as a Sr. Power Trader. There he led his team of 6, with an astounding accountable 34% profit in 2002.
In 1998, Mr. Beatrice was bestowed as an Honorary Citizen of the City of Newton, Massachusetts for saving the lives of a family from an arson-related fire.

“Information” does NOT equal “knowledge.”
“Information” is extensive and available at your fingertips, in libraries and the internet.
Competent working “knowledge” takes years of hands-on experience.
“Knowledge” is our most important “Product”.
We use good planning, not secrecy.
We rely on law, not secrecy.

Estate Street Partners, LLC
Uncompromising, Alternative and Exclusive Estate Planning & Wealth Management for an Accelerated Chartered Roadmap to Financial Success

Newton, MA office:

Riverside Center, 275 Grove Street, Building 2, Suite 400, Newton, MA, 02466
tel Direct: (508) 429-0011
fax: (508) 429-3034
rvbeatrice (at) ultratrust.com

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