When your fortune, confidentiality, and legacy are on the line, nothing short of the best will do. The UltraTrust® isn’t any irrevocable trust; it is a protective asset strategy designed for uncompromising entrepreneurs, professionals, families, and high-net-worth individuals.
Court-Tested Asset Protection
Reposition your most valuable assets legally and strategically. The UltraTrust® shields your wealth from lawsuits, creditors—even the IRS—while preserving your control and your legacy.
Eliminate Estate Taxes & Probate
Avoid the costly delays and public exposure of probate. Our strategies are engineered to sidestep estate taxes, saving your heirs time, stress, and potentially hundreds of thousands in legal fees.
Maximize Income & Gift Tax Efficiency
We assist you in legally deferring or reducing the exposure of income and gift taxes while safeguarding access to benefits and future wealth transfers.
Built on Statutory & Case Law
The UltraTrust® is backed by federal and state statutes, with successful implementation supported by decades of case law across the U.S.
Full Privacy & Control
The UltraTrust® allows you to reposition assets out of your personal name which grants an extra layer of financial privacy while still offering you the freedom to control and enjoy the benefits of your wealth.
Step-by-Step Expert Guidance
We don’t just sell a product—we walk with you. From your initial consultation to full execution, our specialists guide you through every stage of your trust creation. You’ll never be left wondering what comes next.
