Our Derivative Financial Instrument® Asset Protection: Part 4 of 4, by Rocco Beatrice, Sr. Our Derivative Financial Instrument® is the most decisive critical part of your estate planning: Derivative Financial Instrument® Our Derivative Financial Instrument® is a financial intermediation of a contractual method of [E]xchange in money or money’s worth, designed and implemented, to avoid fraudulent conveyance claims by a [P]ast; [P]resent; and...
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December 8, 2021
November 21, 2021
Briefly describe what is a trust. Now I would like to talk to you about, what is a trust. A trust, no matter what type – irrevocable trust, revocable trust, grantor trust, non-grantor trust – is really nothing more than a contract between you and someone else. If there is a contract between you and I, we can sit down and decide you’re going to do this,...
October 21, 2021
Why the Ultra Trust® is one of the best asset protection plans? The trustee must be independent Watch the video on Ultra Trust® Asset Protection Plan. Trustee is Independent Like this video? Subscribe to our channel. What makes the Ultra Trust® such a powerful device as an asset protection plan is the independence of the trustee. The trustee must be independent; he cannot...
