The Alternative, Uncompromising & Exclusive Estate Planning & Wealth Preservation Chartered Blueprint for Your Accelerated Financial Success
Watch the video on here
Like this video? Subscribe to our channel.
ESTATE STREET PARTNERS :
Estate Street Partners Provide Advanced Expert Estate Planning, Trusts, Asset Protection Trusts Services.

EXECUTIVE SUMMARY :
Rocco Beatrice Sr.

Rocco Beatrice Sr., Managing Director
- CPA, MST, MBA, CWP, CMP, CAPP, CMMB
- 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)
Advanced Degrees, Certificates & Awards:
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
CMP CERTIFIED MEDICAID PLANNER

- 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
CERTIFIED MASTER MORTGAGE BROKER
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.


AWARD FOR OUTSTANDING ACHIEVEMENT IN TRUST AND ESTATE PLANNING
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).
Rocco Beatrice Jr.

- BS, MBA
- BS (Magna cum Laude honors) – Finance and Quantitative Studies
- MBA – Analytical Finance & Accounting

“Information” does NOT equal “knowledge.”
Competent working “knowledge” takes years of hands-on experience.
- You can’t be sued for what you don’t have. You keep asset control of what they don’t have.
- Deferral of your taxes” is postponing to your time-table.
- Non-Taxable is a legal exception or exemption.
- Borrowing is a Non-Taxable event.
- Control of your assets and money cannot be delegated to others.