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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

Florida Office
801 International Parkway, 5th Floor
Lake Mary, FL 32746

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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