The Benefits of a Specialized Structure

  • Privacy

    The structure provides unrivaled privacy from all sources. Because the assets are legally sold into the structure, they no longer belong to you, and by forming the structure this way, you ensure the absolute privacy of all assets contained within the structure.

  • Tax Benefits

    Using the Internal Revenue Code, this structure may completely defer all passive income taxes, such as capital gains, dividend income, royalties, and investments interests. The structure can also greatly reduce active income taxes, such as an active business.

  • Asset Protection

    When properly formed structure protects all assets from lawsuits, liens, seizures, bankruptcy, divorce claims, and even imminent domain. Due to the nature of the assets being sold into the structure, they no longer belong to you. Because of that fact, the structure assets cannot be seized to satisfy your debts.

  • Generational Wealth Building

    This element of the structure is birthed from the other elements working together to create one of the best vehicles for building a legacy to pass on to the next generations. The structure completely bypasses any probate and is not subject to the estate tax which allows 100% of the structure’s assets to be passed down for the next generation.

“The secret to success is to own nothing, but control everything.”

— Nelson Rockefeller

How to Get Started with a Specialized Structure

  • Step 1

    Simply connect with us to schedule a Zoom or phone call to discuss your situation and how a Specialized Structure could help. You will be asked some questions that will help us determine whether your situation requires a single or dual structure.

    Once we determine your situation, we will schedule a follow-up call to go over any other questions you may have.

  • Step 2

    We move with completing the necessary order forms to create the structure along with collecting payment for the structure. Once the order forms and payment has been received and validated, the structure will be created and the structure documents will be delivered to you.

    The process typically take 5-7 business days once forms and payment are validated.

  • Step 3

    After the structure is registered, we assist you with obtaining an EIN, opening a bank account, and selling all assets into the structure along with any other miscellaneous items that are required to get the structure fully operational. We also provide continued support by providing information about strategies that work in conjunction with a structure to provide even greater continued benefit.

  • Step 4

    The CPA firm that handles filings for the structure will give you access to a library of information about the structure, how to operate it, etc. They also conduct monthly webinars to discuss various topics in relation to the use and operation of the structure.

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