A Spendthrift Trust is a powerful estate planning tool that offers several benefits ranging from Tax Savings to Asset Protetion and Privacy.
If you are passing assets to future generations and want to minimize tax consequences, the Spendthrift Trust is worth exploring!
Learn about a trust that defers capital gains taxes, taxes on passive income, as well as taxes that are generated by a business that also provides asset protection.
Watch an explainer video simplifying how these trusts can defer 90-100% of your income taxes as well as giving you bullet proof asset protection.
Key Benefits
Tax Savings : It helps you save on federal income taxes, capital gains taxes, and other taxes. US business owners and 1099 income earners can save up to 90% on federal income taxes using the Business Spendthrift Trust. US investors can defer 100% of their taxes and no longer pay taxes on capital gains, interest income, dividend income, rental income, or royalty income with the Beneficial Spendthrift Trust.
Asset Protection: The trust safeguards your assets from creditors. Avoid going into probate. Pay no judgements if sued.
Privacy : Your information remains 100% private.
Legal and Copywritten : The Spendthrift Trust is established under IRS Code 643(b) and is the same trust used by the Rockefellers and US Presidents to pass assets to future generations.
Simplicity : No paperwork is required for compliance with the 2024 Corporate Transparency Act.
A House Flipper purchased a bank owned property for $89,000, he put $45,000 into the home getting it ready to sell. During this time he transferred the home into his trust. The home sold for $225,000 which earned him profits of $91,000, by using the trust he was able to save $28,801 in Capital Gains taxes!
An Ecommerce store owner who earns $18,000 a month was able to move the business into a trust where 90% of the income tax is deferred, saving $68,040. This lowered their taxable income which in turn saved them an additional $22,450 in taxes. Total tax savings in year 1 alone of $90,490!
A Real Estate Investor who owns 11 rental properties earns $66,000 a year is able to defer 100% of the passive rental income saving him $15,480 per year! Every year he has another down payment on a new property just in tax savings alone!
A couple who earned $350,000 plus made an additional $120,000 in stock profits puts them at a marginal tax rate of 31.65%. The stocks were moved to the trust where 100% of the taxes are deferred saving $37,980 in taxes. This in turn also lowered their tax rate from 31.65% to 25% which saved them an additional $23,275! This was all in year 1 and will continue to be the case for years to come!
A Realtor who earned $195,000 in commissions at a marginal tax rate of 31.65% was able to move her business into a trust where she was able to defer 90% of her income taxes, saving her $55,545.75!
Check Out Our Trust / Capital Gains Video Library
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