The Secret to Success is to Own Nothing but Control Everything
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1 Designed specifically for BOTH Asset Protection and Tax Reduction The Secret to Success is to Own Nothing but Control Everything Nelson Rockefeller 2017, 2018 PEO Services Trust & GC Family Trust
2 NOT subject to tax liens and levies issued against beneficiaries or trustees, divorce and alimony, child support, creditors, governmental agencies or third party claims. Not subject to eminent domain (Real Estate) Not subject to court s jurisdiction (Turn Over Orders) except for fraudulent conveyance.
3 What happens when a business or individual does not have enough insurance coverage? A lawsuit can tap into your business and/or personal assets Pierce the Corporate Veil If the assets are protected in the Trust, the claimant can only recover the amount of the insurance policy Jury awards can be in the millions and pierce your accumulated wealth Dog bite $6.9 million Car accident $49 million
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21 PERSONAL BUSINESS TRUST IRS Tax Treatment IRS Tax Treatment IRS Tax Treatment Ordinary Payments Legal Deductions Legal Deductions Legal Expenses Home/Building Interest Only Interest Only Interest is expensed; Principal is added to assets Home Expenses Not Deductible N/A 100% Expensed, Utilities, Maintenance etc Leasing Car Not Deductible Lease Payment % used for Business 100% Expensed and used for Trust business Purchasing Car Not Deductible Deprec. and Interest Only* Interest is expensed; Principal is added to assets Car Maintenance and Fuel Not Deductible Deductible/Mileage 100% Expensed Education Not Deductible N/A 100% Expensed Meals and Entertainment - Business Not Deductible 50% Meals and Ent 100% Expensed for Trust Business Medical Expense Expenses that exceed 7.5% of AGI N/A 100% Expensed Life Insurance Not Deductible Not Deductible - Tax Free Benefits 100% Expensed if Trust owns Policy 2017, 2018 PEO Services Trust & GC Family Trust
22 INCOME Family of 4 $200,000 $200,000 $200,000 Deductions Personal Deductions Business Deductions Trust Approved Expenses Home/Building $24,000 $24,000 $36,000 Home Expenses $- $- $10,000 Leasing Car $- $8,400 $12,000 Purchasing Car $- $7,200 $12,000 Car Maintenance and Fuel $- $- $25,000 Demand Note - Misc. Groceries Clothing etc. $- $- $30,000 Education $- $- $9,600 Meals and Entertainment - Business $- $4,800 $5,000 Medical Expense $- $- $10,000 Total Deductions and Expenses $24,000 $44,400 $149,600 AGI Taxable Income $176,000 $155,600 $50,400 Estimate of Taxes Paid 40% $70, $62, $20, Spending Money After EST. Taxes Paid $129, $137, $179, *** Does not take into account personal exemptions 2017, 2018 PEO Services Trust & GC Family Trust
23 Spendthrift Trusts are designed for the sole benefit of the beneficiary Beneficiary expenses paid directly from the trust bank account are considered expenses Money paid to the beneficiary directly is a taxable distribution
24 EXAMPLE: College Tuition Paid from the Trust bank account Taxable Distribution -Wrote check directly to beneficiary to pay for school Trust Expense -Wrote check directly to college on behalf of the beneficiary
25 IRS Rule 643 The Trustee has What does this mean?
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27 Total Trust Income Royalties Lease etc $1,000,000 Less Expenses College 20,000 Demand Note Interest 5,000 Principal and Interest on House 36,000 House Maintenance 10,000 Misc. Approved Expenses 180,000 Total Expenses 251,000 Trust Income 749,000 Less Other Deduction***Rule 643 (749,000) Distributable Net Income on Trust Tax Return Form ***Other Deduction Description on trust Tax Return- Declaration by Trustee At His Sole Discretion - Refer to the following real-life example of a trust with $479,000 in income.
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