ABOUT US
Estate Street Partners
The Alternative, Uncompromising & Exclusive Estate Planning & Wealth Preservation Chartered Blueprint for Your Accelerated Financial Success
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ESTATE STREET PARTNERS:
Estate Street Partners, LLC – Bold ideas for smart liquidity.
Through our team of licensed professionals, we offer access that is calculated, uncompromising, accelerated to:
In an effort to tailor solutions aligned with your needs and to yield goals, we employ a mix of LLCs, trusts, and of other asset protection tools.
Estate Street Partners is the exclusive, uncompromising alternative for estate planning as well as wealth protection because it is indeed a chartered path to financial acceleration. Our advanced, proven strategies provide assistance for wealthy clients. Wealthy clients are able to then maintain all of their wealth. Their mastered power is now informed decisions.
Estate Street Partners are not engaged in Offshore Banking.
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
A Level “AA” rating is given to advisors possessing in-depth domestic asset protection expertise, even though they don’t draft legal documents. The APS® (Asset Protection Society) Board requires proof of skill for asset protection planning to earn this designation. The Wealth Preservation Institute is in fact the only provider of certification by way of its CWPP® and CAPP® designations. An approved educational program provides the most direct route to this certification.
As an advanced certification the CWPP® focuses only on preserving wealth for rich U.S. clients. The CAPP® solely designates the nation specifically for protecting assets tailored to wealthy individuals as well as enterprises.
Offshore Rating “O” – While many planners excel in domestic asset protection tools, Offshore Asset Protection Trusts (OAPTs) are often the strongest strategy for safeguarding liquid assets. An “O” rating indicates an advisor’s expertise in offshore structures and their ability to guide clients and their teams in this specialized area.
Global Rating “G” – Top-tier planners go beyond domestic solutions as they leverage OAPTs and LLCs alike. The “G” rating distinguishes those individuals who fully grasp the details of the wide spectrum of creditor threats. The global tools that are available can be used for defense against them.
APS® was created to inform the public about creditor dangers so that capable advisors who aid protection of vital things get attention.
CMP CERTIFIED MEDICAID PLANNER
Medicaid long-term care planning is one of the most neglected but vital areas by attorneys, financial advisors, CPAs, and insurance professionals. Since it is legally and financially complex, most lack the expertise for navigating benefit eligibility properly, and this puts clients at risk of devastating long-term care spenddowns. Worse yet, many unknowingly offer advice now. That advice does disqualify those clients from many important benefits.
Rocco Beatrice, who is a Certified Medicaid Planner (CMP), is uniquely qualified for the protection of clients from these costly oversights.
- 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 (MMB™) course is the mortgage industry’s only advanced certification that was designed for both mortgage pros and non-mortgage experts such as planners, CPAs, insurance agents, and attorneys seeking in-depth perception into real estate finance.
The MMB™ covers strategies such as the use of charitable planning for the purpose of deferring or lowering capital gains taxes from real estate sales as well as how Intentionally Defective Grantor Trusts (IDGTs) can provide support to tax reduction goals.
Call to us in order to learn of the shortcomings of Doug Andrews’ “Missed Fortune 101” model. Equity harvesting represents a smart, profitable path for most mortgage holders, so call us to find out more.
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.