|
|
 |
|
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.
|
|
|
|
|