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., Managing Partner –
CPA, MST, MBA, CWPP, CAPP – (Rating level “AA”, Rating level “O”, Rating level “G”)
CPA, MST, MBA, CWPP, CAPP – (Rating level “AA”, Rating level “O”, Rating level “G”)
Award-Winning Estate & Trust Planner
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