Derivative Financial Instrument®

Rocco V. Beatrice

9 years ago

Derivative Financial Instrument® is our proprietary financial consulting service designed to align precisely with your estate planning objectives. This specialized strategy assists in structuring your estate plan to avoid triggering:

IRS income taxes,
Gift taxes,
Estate taxes, and
The probate process.

When executed timely and properly, this service reduces exposure against civil conspiracy claims by establishing a legal defense framework from past, present, or even future (unborn) creditors.

We look forward to working closely together with you as well as your professional advisors in order to elevate your estate planning strategy. The DERIVATIVE FINANCIAL INSTRUMENT® suite of consulting services is custom, secure, and future-oriented.

Managing Director, Estate Street Partners, LLC

Riverside Center Building II, Suite 400, Newton, MA 02466

Tel: 1+888-938-5872 | Fax: +1.508.429.3034

Email Rocco Beatrice
www.UltraTrust.com

“Helping our clients resolve their problems quickly, effectively, and decisively.”

The Ultra Trust® “Precise Wealth Repositioning System”.

This statement is required by IRS regulations (31 CFR Part 10, §10.35): Circular 230 disclaimer: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.