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Ultra Trust®
The REPOSITIONING of ALL your valuable assets. |
Revocable Living Trust |
Domestic Non Grantor Trust the REPOSITIONING of your valuable assets. |
Limited Liability Co. LLC |
| Asset Protection |
YES |
NO Protection, NONE |
YES |
YES |
| Eliminate Probate |
YES |
YES |
YES |
NO |
| Eliminate Estate Taxes |
UNLIMITED |
NO |
UNLIMITED |
NO |
| Defer / reduce Capital Gains Taxes |
Possibly, under certain conditions |
NO |
VERTEX TRUST® up to 20 years |
NO |
| Defer / reduce Income Taxes |
NO |
NO |
YES, if combined with international structure |
NO |
| Form 1040 income tax benefits |
YES, Designed for asset protection, but Interest on mortgage and Real Estate Tax pass-through as a tax deduction to your form 1040. If it's a business, all underlying income and expenses are passed through. |
YES
You have done nothing. You still "own" the assets |
NO |
YES |
| Comments: |
Designed to hold your primary residence and ALL your other significant assets; the only structure that can hold Sub "S" stock; qualifies as an Insurance Trust (see footnote A)
With Ultra Trust® you no longer own the assets, you do not qualify for the probate process and you do not qualify to file and pay the estate tax. |
designed to eliminate probate. DOES NOT eliminate estate taxes; ABSOLUTELY NO asset protection, nothing more than an extension of your will. In my opinion: a sham perpetrated on you by unqualified professionals. |
designed to defer all capital gains taxes when combined with international structure (see deferral of Capital Gains) |
Replaces Sub "S"; LLC Entity of choice for all new business entities; strongest asset protection for business (see footnote A & B) |
