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Contact Us: Estate Street Partner or Rocco Beatrice, provider of the Ultra Trust®, a premium irrvocable trust plan

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

Providing Advanced Award-Winning & Expert Estate Planning, Irrevocable Trusts & Offshore Trusts, International Business Company, Foreign Asset Protection Trusts Services.

Rocco Beatrice Sr. photo
Rocco Beatrice Sr., Managing Partner –
CPA, MST, MBA, CWPP, CAPP – (Rating level “AA”, Rating level “O”, Rating level “G”)
Award-Winning Estate & Trust Planner
Estate Street Partners Riverside Building in Newton, MA: Sute 400, 275 Grove Street, Newton, MA 02466
Massachusetts Office
Riverside Center, 275 Grove Street
Building 2, Suite 400
Newton, MA, 02466
U.S. Direct: (508) 429-0011
The most common methods of holding assets by INDIVIDUALS:
  • CPA, MST, MBA
  • CPA – Certified Public Accountant
  • MS – Taxation, Master of Science in Taxation
  • MBA – Management & Taxation
  • BSBA – Management & Accounting
  • Certified Wealth Preservation Planner
  • Certified Master Mortgage Broker
  • Certified Medicaid Planner (CMP)
  • 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 business transactions


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