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Wealth Strategies GETTING STARTED
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Thomas Rogers, JD, C.P.A.
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Thom
Thom Rogers J.D.,C.P.A.

WEALTH STRATEGIES

The infinitely complex transformed into a workable and understandable model. "The tools presented by Esperti Peterson were exactly what we needed to make the plans we wanted now and for the future."        Dr. Norman Vincent Peale Philosopher, Theologian, Educator & Author

THE ESPERTI PETERSON WEALTH STRATEGIES PLANNING MODEL

Introduced at Oxford University in 1995, our Wealth strategies model provides a dynamic paradigm which enables us to transform highly complex planning matters into single - workable and understandable - Wealth Strategies plan.

PROTECTION FROM ADMINISTRATIVE EXPENSE & DELAY

  • DSPAs
  • Fully Funded Revocable Living Trusts
  • Nominee Partnerships

 

MAINTAINING CONTROL OVER YOUR PERSON & AFFAIRS

  • DSPAs
  • Health Powers
  • Living Trusts
  • Long-Term Health Care
  • Disability Protection
  • Salary Continuation Plans
  • Living Wills

ASSURE LIFESTYLE TAX-FREE CONVERSION OF PAPER PROFITS

  • CRATs, CRUTs & NIMCRUTs
  • Offshore Corporations
  • Non-Qualified Deferred Compensation Plans
  • GRATs & GRUTs

FEDERAL GIFT & ESTATE TAX REDUCTION

  • QTIPs & QDOTs
  • ILITs
  • Charitable Foundations
  • Charitable Remainder Trusts
  • Grantor Retained Trusts & Unitrusts
  • Family Limited Partnerships
  • Discounted Gifts
  • OPRTs
  • Split Gifts
  • Conservative Easements

SUCCESSFUL

INDIVIDUALS

AND

FAMILIES

PROTECTION FROM LAWSUIT JUDGMENTS

  • Private Foundations
  • CRATs, CRUTs, & NIMCRUTs
  • GRATs & GRUTs
  • Domestic Family Limited Partnerships
  • Limited Liability Companies
  • Offshore Corporations
  • Offshore Trusts

PASSING VALUE & RESPONSIBILITY TO FAMILY MEMBERS

  • Fully Funded Revocable Living Trusts
  • Dynasty Trusts
  • Wealth Replacement Trusts
  • Private Foundations
  • Testamentary Foundations
  • Supporting Organizations
  • GRATs & GRUTs
  • STARR Trusts
  • Education Trusts

MANAGING THE VALUE OF FAMILY BUSINESS

  • ESOPs & LESOPs
  • Wealth Replacement Trusts
  • Dynasty Trusts
  • CRATs, CRUTs & NIMCRUTs
  • ILITs
  • Business Continuation Planning
  • Liquidation Planning
  • Family Split-Dollar Planning

INCOME TAX REDUCTION

  • Charitable lead Trusts
  • CRATs, CRUTs, & NIMCRUTs
  • Offshore Corporations
  • Family Limited Partnerships
  • Conservation Easements
  • Private Foundations
  • Family Corporations
Thomas Rogers, JD, CPA.  All rights reserved.