The primary reasons to consider using a Tax Free Corporation Or Limited Liability Company Ownership Trust:

• Tax Free: As a tax free, flow-through trust, it is not required to file any State of Federal tax returns.
• Asset Protection: The Corporation or Limited Liability Company is afforded an extra layer of asset protection through the trust.
• Avoiding probate: What does that mean? If an estate has to go through probate, the court determines what assets are part of the estate, the court marshals the assets of the estate, and then the court disposes of the assets in accordance with the Last Will and Testament or as provided in the state statutes. Such a probate process can be quite lengthy and expensive. With the Tax Free Corporation Or Limited Liability Company Ownership Trust, probate is avoided because the Corporation or LLC are owned by the Trust rather than the individual decedent. Upon the death or incapacity of the beneficial owner of the trust, ownership of the trust is transferred immediatley to your designated new beneficiary, avoiding probate.
• Isolating Liability: By using multiple Tax Free Corporation Or Limited Liability Company Ownership Trusts for different family members, you can avoid spillover of liability to other family members. For example, Mother Smith, the matriarch of the Smith Family, sets up one trust for Daughter Smith and one trust for Son Smith, because she knows that the local police are staking out Daughter Smith’s Botox shop. The Internal Revenue Service is upset that Son Smith hasn’t filed his tax return since 1993. By isolating liability and using multiple Tax Free Corporation Or Limited Liability Company Ownership Trusts, Daughter and Son Smith’s issues won’t spillover and affect each other.
• Ease of administration: The cost of probate administration is avoided because the ownership of the Corporation or LLC is held in the Trust and will pass at the decedent’s death free of probate unless the Trust estate is to be distributed to the decedent’s estate.
• Revocability: Cutting someone out of your giving plan? The Tax Free Corporation Or Limited Liability Company Ownership Trust allows you the flexibility to make changes to the Trust while you are still competent and alive.
• Privacy Preservation: Don’t want your friends and relatives aware of your private affairs? The Tax Free Corporation Or Limited Liability Company Ownership Trust allows the transfer of your personal assets to remain private within the parameters of the Trust. That is distinguished from the situation where if you had a Last Will and Testament, the probate process would expose your estate to the public.
• Anonymity: The advantage of the trust is that it is not filed in any public records. It is designed to provide privacy and anonymity to the beneficial owners of the Corporation or Limited Liability Company.
• Checkbook Control: Don’t want your kids squandering their inheritance? The Tax Free Corporation Or Limited Liability Company Ownership Trust can be used to help control a beneficiary’s spending habits. For example, distributions of principal and income can be limited to health, maintenance and education issues.
• Management After Incompetency or Death: The wealth that you've accumulated may continue to grow for multiple generations under the direction of your hand picked successor trustee, rather than subject to the whims of others.
• Creditor Protection: What happens if a trust beneficiary gets sued? Do you want a creditor to get any of the beneficiary’s money? Creditor Protection prevents creditors from attaching the interest of the beneficiary in the Trust before that ownership interest is actually distributed to the beneficiary.

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OUR GOAL—YOUR Complete Satisfaction and UnderstandingWhen you order the Tax Free Corporation Or Limited Liability Company Ownership Trust from Spiegel & Utrera, P.A., Spiegel & Utrera, P.A., will incorporate your basic information into a draft Trust that will be conveyed to you for your review and Spiegel & Utrera, P.A. will make reasonable changes upon your timely request. You need not complete the questions that follow to order your Trust. Just complete the information you understand. At Spiegel & Utrera, P.A. we will discuss each detail of your order before any credit card charges are processed.

 

TAX FREE CORPORATION OR LIMITED LIABILITY COMPANY OWNERSHIP TRUST ADDITIONAL OPTIONS AND SERVICES SELECTION INSTRUCTIONS

General Counsel Club Imagine having an attorney's valuable legal advice just a phone call away! Many people rush into legal situation by the seat of their pants, but with our knowledge and experience, Spiegel & Utrera, P.A. can help you to prepare by avoiding legal disputes, probate and privacy pitfalls involving your Tax-Free Corporation or Limited Liability Company Ownership Trust. Our firm has what we call the "General Counsel Club," which is a valuable bundle of services that at the time of your initial ordering, you can receive an additional One Month Bonus so that your first year of service will cover 13 months. PLUS take a $50 discount, so you pay only $89.95 for the first 13 months of service. You get unlimited telephone consultations all year long on matters relating to legal and strategic estate planning advice for your Trust Corporation or Limited Liability. Plus our firm will draft annual Meeting Minutes and Resolutions for the Trust; comply with all statutes and applicable laws; our firm will act as your Trust's Legal Counsel; and you will receive our firm's newsletter, which is published six times a year and provides valuable insight into preserving your assets from a legal point of view.

Indemnification Agreement What happens if someone sues the Trustee in the course of his or her duties based on the parameters described in the Trust? Why would anyone want to be a Trustee if they could be sued merely by carrying out their job? As the creator of a Trust, wouldn't you want to protect the Trustee? We strongly recommend that you enter into an agreement requiring the Trust to indemnify and hold harmless the Trustees and Successor Trustees from any actions they take on behalf of the Trust. The Indemnification Agreement costs only an additional $75 when you order the Indemnification Agreement from Spiegel & Utrera, P.A. at the time of forming your Trust. A draft Indemnification Agreement will be conveyed to you for review and Spiegel & Utrera, P.A. will make reasonable changes upon timely request to be included with your finalized Trust.

Transfer of Existing Ownership Interest in Corporation or Limited Liability Company You will have to fund the Trust with the transfer of all or a part of your current ownership interest in your Corporation or Limited Liability Company. Spiegel & Utrera, P.A. will prepare all transfer documents required to effectuate the transfer so that the Tax-Free Ownership Trust will become the sole or part owner of your Corporation or Limited Liability Company. The charge for this service is $242.90 when ordered at the time of forming your Tax-Free Corporation or Limited Liability Company Ownership Trust.

Creditor Protection in the Trust What happens if a Trust beneficiary gets sued? Do you want a creditor to get any of the beneficiary's assets in the trust? Creditor Protection prevents creditors from attaching the interest of the beneficiary in the Trust before that ownership interest is actually distributed to him or her. Let Spiegel & Utrera, P.A. add these powerful provisions to your Trust to protect the Trust and the beneficiary in the event a beneficiary is sued and a judgment creditor attempts to attach or levy the beneficiary's interest in the Trust. Let Spiegel & Utrera, P.A. add these powerful provisions to your Trust for $75 at the time of forming your trust.

Memorandum of Trust Do you want your Trust to be a matter of public record? You may need evidence of your Trust in order to open a bank account or to transfer ownership of real estate or a vehicle to or from the Trust. The Memorandum of Trust is prepared by Spiegel & Utrera, P.A. and executed by the Trustee(s). For privacy, a Memorandum of Trust avoids disclosure of the complete Trust document and maintains confidentiality of the entirety of the Trust document. This is useful for the transfer of assets to the Trust. The Memorandum of Trust costs only an additional $149.95 when you order your Memorandum of Trust from Spiegel & Utrera, P.A. at the time of forming your Trust. A draft Memorandum of Trust will be conveyed to you for your review and Spiegel & Utrera, P.A. will make reasonable changes upon timely request to be included with your finalized Trust.

Verified Certificate of Trust Do you want a lawyer to verify as to the existence of the Trust to ensure that the Trust is valid? You may need evidence of your Trust in order to open a bank account or to transfer ownership of assets to or from the Trust. For privacy, a Verified Certificate of Trust avoids disclosure and maintains confidentiality of the entirety of the Trust. This is useful for the transfer of assets to the Trust. In addition, the Verified Certificate of Trust includes a lawyer attestation to certify the existence of the Trust, which acts like a legal opinion. The Verified Certificate of Trust costs only an additional $149.95 when you order your Verified Certificate of Trust from Spiegel & Utrera, P.A. at the time of forming your Trust. A draft Verified Certificate of Trust will be conveyed to you for your review and Spiegel & Utrera, P.A. will make reasonable changes upon timely request to be included with your finalized Trust. SPEED OF SERVICE OPTIONS REGULAR PRIORITY SERVICE Your order will be marked for special handling, a member of the Spiegel & Utrera, P.A. staff will be assigned to actively monitor the status of your Trust and other ancillary documents. Your Trust and ancillary documents will be delivered via electronic mail. The preparation and processing time for your Trust and ancillary documents is approximately two weeks after receipt of payment. There is no additional charge for our Regular Priority Service.  3 BUSINESS DAY PRIORITY SERVICE Your order will be marked for special handling, a member of the Spiegel & Utrera, P.A. staff will be assigned to actively monitor the status of your Trust and other ancillary documents. Your documents will be delivered via electronic mail. The preparation and processing time for your Trust and ancillary documents is 3 business days after receipt of payment of an additional $75.  NEXT BUSINESS DAY PRIORITY SERVICE Your order will be marked for special handling, a member of the Spiegel & Utrera, P.A. staff will be assigned to actively monitor the status of your Trust and other ancillary documents. Your documents will be delivered via electronic mail. The preparation and processing time for your Trust and ancillary documents is next business day after receipt of payment of an additional $150. SHIPPING - All Trust packages are delivered via electronic mail to you. There is no additional charge for this service. However, if you prefer your documents to be printed and delivered to you, your Tax Free Corporation or LLC Ownership Trust may be shipped to you via Ground Delivery Service (2-3 business days) for a charge of $17.95 or via Overnight Delivery for a charge of $30.95.

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