include provisions fully supported by common law, state and federal codes, settled case law, and the procedures and conventions of applicable accounting systems. Coordinating such trusts with other tools, techniques, and strategies can also provide you with opportunities to reduce income, capital gains, and estate tax liabilities through the execution of comprehensive, well- coordinated, legal strategies and plans. A thorough discussion of how those proprietary, copyrighted, “on-shore” US- based trusts are written, interpreted, and enforced is beyond what we can cover in an article that some might think is too long already, so stay tuned for next quarter’s magazine where I’ll cover how these trusts work in detail.
Barry Bruce Principal WildcatLaneAdvisors.com (443) 536-3331 barry@deferthegainstax.com
Barry Bruce has been providing income and estate tax and asset protection advice, and raising institutional and private capital, for the principal owners of successful privately-held companies and investors for almost 40 years.
SPEC I AL IZED TRUSTS OFFER REAL , “BULLET- PROOF” ANSWERS TO ASSET PROTECTI ON CONCERNS
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