The top ten reasons why we offer Superior:
- Statutory Basis. The Ultra Trust® irrevocable trust is supported by state and federal statutes all across the U.S. Laws supporting the Ultra Trust®.
- Trust Flexibility. The terms, conditions, and beneficiaries of the Ultra Trust® can be changed, and the assets can be returned to you without any cost or tax effect, at any time.
- Asset-Type Flexibility. When executed correctly, the Ultra Trust® can protect any asset type including real estate, investments, S-Corp, LLC, and C-Corp’s, in any state, from any type of liability
- Supporting Case Law. The Ultra Trust® is proven by a number of court cases across the U.S. at the State, Federal, and Bankruptcy court level. Laws supporting the Ultra Trust®.
- Privacy. The Ultra Trust® repositions assets from your personal ownership and from any disclosure of your personal assets. It is a private agreement and it cannot be “discovered” through any public record.
- Set-up Timeline. The Ultra Trust® can be set up quickly and requires no appraisals, no gift taxes, no extra tax returns, and no ongoing maintenance.
- Tax Affect. You can reposition any asset into the Ultra Trust® without any tax consequences. The Ultra Trust® will have no affect on your income taxes, but will eliminate estate tax. We can coordinate with your CPA to be sure they agree with the tax treatment.
- Ethical Foundation. The Ultra Trust® should be done in advance of a problem for the purpose of providing security for your family in the event of currently unforeseen liabilities. We do not endorse or facilitate fraud or fraudulent conveyance of any kind.
- Price. The Ultra Trust® comes at a better price and with lower ongoing fees than similar plans. With the Ultra Trust® there are no recurring annual fees to Estate Street Partners associated with the Ultra Trust® what-so-ever.
- Design and Support. Rocco teaches attorneys and CPA about asset protection though an annual seminar in the Boston area. We have designed asset protection trusts for countless clients and have seen many of them tested in court. Because the concept of the Ultra Trust® is the best in the industry, we are often asked by other attorney’s across the country to prepare the Ultra Trust® for their clients. The Ultra Trust® is sophisticated enough for clients with over $75 million, while simple and affordable enough for those with under $100,000. We customize your documents to your specific situation, and we are available to provide ongoing support for years subsequent to your set-up.
If you would like to receive a detailed explanation and a diagram of the Ultra Trust®, please call us at (888) 938-5872 or email us:
Notable Facts about our Ultra Trusts:
“Ultra Trust”® is a name that we made up to describe our strongest asset protection trust. No one else provides a trust with support as strong as this. //en.wikipedia.org/wiki/Ultra_trust
Our Ultra Trust® have been tested in lawsuits, bankruptcy, and IRS audits. None have EVER failed to protect the trust assets so far in 31 years.
Helpful resources: For added perspective, readers often compare Asset Protection Trust, Revocable vs Irrevocable Trust, and official IRS estate and gift tax guidance when weighing practical next steps.
Where the next decision becomes clearer
Once Irrevocable Trust leader:Top 10 Reasons Why Ultra Trust® is on the table, the next questions usually center on risk, flexibility, and which planning step deserves attention first.
Points readers weigh before moving forward
- Timing matters because planning choices usually become narrower once a problem is already close.
- Control matters because the answer often depends on how much access or authority the owner wants to keep.
- Funding matters because a trust or entity has to be set up and maintained correctly to matter.
Practical reading path
To keep the next step practical rather than abstract, readers often move to Asset Protection Trust, Irrevocable Trust, and How It Works. When the question turns from reading to implementation, many readers move from these guides to a direct planning conversation.
