Q & A

• Who Needs a Trust?
• What is Asset Protection?
• What is a Trust?

Who Needs a Trust?

The litigation explosion in the United States continues unabated. Lawsuits are up and judgments are skyrocketing. Please ask yourself if ANY of these factors apply to you:

• Do you have more than (US) 1,000,000 in total assets?
• Are you a practicing professional?
• Are you a “high profile” - type? This would include (but not be limited to) careers in travel , entertainment, sports, fashion, journalism, finance or medicine.
• Are you exposed on guarantees and obligations in the course of your business?
• Do you feel insecure at the thought of having everything you possess at risk?
• If the answer to any of the above questions is “yes”, the professionals at WealthFortress.com urge you to investigate the advantages of an international trust.

What is Asset Protection?

Asset protection is a method of arranging assets in a way that will preserve as much value as possible for an individual and his family in the face of creditor attack. The process of asset protection is an interdisciplinary endeavor that involves not only debtor-creditor law, but also the following areas of: fraudulent transfers; ethics; criminal law; estate and gift taxation; trusts; partnerships; laws of foreign countries; conflicts of law; pension plans; corporate law; family law; Social Security; Medicare, and Medicaid. WealthFortress.com integrates the many necessary professional disciplines, delivering to the client a sophisticated yet highly cost-effective product.

What is a Trust?

The WealthFortress Trust is a fully IRS compliant and legitimate tax shelter providing income tax savings, estate tax elimination and asset protection . It is essentially a non-grantor offshore trust which fully utlizes the tax status of an international trust as a non-US person for tax purposes. The WealthFortress Trust also provides access to superior offshore investments and specifically to With Profits Bonds - a hybrid investment with the safety of bonds and the upside of a diversified portfolio".