Nelson Rockefeller famously said, “The secret to success is to own nothing, but control everything.”

“This company focuses on a special type of trust,” says Chief Compliance Officer and IRS Enrolled Agent, Matthew Jennings. “It’s a non-grantor, irrevocable, discretionary, complex with a simple provision spendthrift trust. And I know that’s a mouthful.”

But when broken down, Jennings says Economic Strategists’ copyrighted trust is a nobrainer to achieve one’s financial goals. Jennings says, “In this particular trust, there is a separation between a grantor and a trustee.” Most trusts cannot provide this because they are grantor trusts, primarily established to avoid probate. Thus, most trusts miss out on the one-two-punch… that is the attractive tax advantages and asset protection.”

But how does this patented trust really work?

Jennings says when the trust is established, “Assets, homes, cars, boats, whatever, are sold to the trust. So now those assets no longer belong to that person, but they can control them.” In this instance, ownership actually changes hands. Essentially, the trust becomes something similar to a holding company where the trustee is simply managing the assets that are now owned by the holding company.

“With this particular type of trust, a person can dictate what’s taxable and what’s not taxable,” says Jennings. “So now they can control the asset without the taxation and the liability of ownership.” Which, in essence, means if you ever get sued, controlling the assets without having ownership renders you uncollectible, because it’s all owned by the trust.

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Economic Strategist has licensed attorneys and IRS enrolled Agents who are the only ones authorized to provide legal, business and/or tax information specific to the copyrighted non-grantor spendthrift instruments. You may not always speak to a licensed professional during communications with Economic Strategist, however these can be provided as needed. Economic Strategist possesses the distribution rights to these copyrighted instruments, however Economic Strategist is not a law firm nor tax firm and our sites and services are not intended to create or imply an attorney-client relationship. We recommend that you consult an attorney or tax professional for legal, business or tax advice. Your use of our sites and services and other resources and information are for personal use only. The law is different from jurisdiction to jurisdiction, and may be subject to interpretation by different courts. The law is specific to personal matters, and no general information or legal instrument is guaranteed to fit every circumstance. Furthermore, the information contained on this site or in connection with our services is not legal advice and may apply differently to different individuals based on their specific circumstances.