Family Private Trust Company Counselors

The IRS did a great job!

The United States Government wants an orderly transfer of inherited wealth.   The IRS issued a ruling teaching us how to create a family owned  corporation to act as trustee.   A corporation is the best choice because, unlike us, a corporation does not die.  

The Department of Treasury is attempting to attract foreign investors to America.  The Nevada tax haven status is the perfect location for the foreign investor.  

Parents want to protect their children from spouses and their grandchildren from the "easy money addiction."   

Many clients have  mistakenly used a relative as trustee.  Besides invalidating  their estate planning (section 2036 to 2038 prohibit a family member or an employee acting as trustee), they too age and die.

What We Do

We do your work for you.  Our extensive library can provide you with all the material needed to establish a family private trust company.

Here is a link to our tax planning blog which is updated each weekday.

We will get for your client an IRS ruling holding that the trust's assets are  estate tax exempt. Here is the link to our web site for IRS rulings.

For attorneys  and CPA's. 

Attorneys and certified public accountants may purchase our  work products-please read about our services. 

For information on private trust companies with a foreign trust, see our case studies at this link (click on "link").

Need Free Expert Tax Advice, use our IRSWizard web site.