Is There An Offer For Pre-Made Trusts

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• Are Foreign Trusts Suggested or Used In This Strategy

  No, we do not teach on these trust structures. A foreign trust is made with under foreign laws while operating in the USA and adhering to its tax laws. The IRS is ever-watchful of these trust types and is not suggested for this and many other ...

• Are Forever / Perpetual Trusts Made By Statutory Law Good

  Perpetual entities made by a statute or state law can be destroyed by the same issuing authority. That make the Bulletproof Trust very different as Congress would have to agree by 2/3 to change the US Constitution and void the right to private ...

• The Current Mortgage Has a Pre-Payment Penalty - What Now

  Worry less about the pre-payment penalty when compared to the amount lost to interest over the course of the mortgage. Balance that figure and about 99% of people will find that it is less expensive to get started now - than to wait.

• Decanting an Irrevocable Trust

  Decanting allows trustees to change some provisions of an irrevocable trust by 'pouring' the assets into a new trust with modified terms. Decanting may be authorized by the express terms of the trust instrument, by common law, or by state statute. ...

• Can An Irrevocable Trust Obtain a HELOC

  Perhaps, but the majority of banks will only work with revocable trusts. The few that will offer financing, either a mortgage or HELOC, will require the trust documents allow for taking out of a home loan against the real estate owned by the trust. ...