Take a closer look at the heavily guarded secrets of the wealthiest people and companies in America!

• They don't use LLCs!

• They don't use traditional family trusts!

Read every word of this page. Then fill out a short questionnaire before talking to one of our elite Trust Advisors to get your questions answered. The Abundance Group team holds the secrets and the talent to provide you with an infrastructure that is designed for the next 5 generations and beyond. 

We will show you the concepts that the ultra wealthy have been using for the last 120 years (over a century) to legally minimize taxes, mitigate litigation, and eliminate estate dismantling. 

With the proper trust instrument, you and your family can be protected for generations to come!

Asset Protection

As a Business Owner and/or Investor, it is essential that you make specific plans to protect yourself and your assets from potential lawsuits and high taxes!  This is critical, especially if you have significant assets or are at risk of personal injury lawsuits.

The Abundance Group’s copyrighted: Non-Grantor, Irrevocable, Complex, Discretionary, Spendthrift Trust provides the utmost legal protection and tax advantages for all our clients that can:

• Sustain your privacy
• Lessen your need for high levels of liability insurance
• Provide a fundamentally judgment-proof environment for your assets
• Allow you to transfer your wealth to future generations without having any gift tax, probate tax, or estate tax issues
• Provide the ability to obtain long term care and still qualify for Medi-Cal without having long waiting periods
• Reduce your annual tax liability

It is critical that your Asset Protection Trust be set up… long before you need it!

Unlike many Irrevocable Trusts, you, as the Trustee, can be in complete control of your trust assets without the expected liabilities in the past. Your assets held in one of our Asset Protection Trusts are largely not affected by lawsuits, liens, tax levies, or bankruptcy and you get the added benefit of maintaining your privacy (and the privacy of your heirs).  

These Trusts can provide many asset protection solutions, that are basically selected from the following types of trusts, with proven track records of successful results.

• The Business Trust and Personal Trust that can maintain your privacy; reduce umbrella liability insurance, making you virtually judgment-proof, and reducing your annual  income tax liabilities.
• An Intellectual Property Trust (IP Trust) which makes any income derived from Intellectual Property 100% tax deferred. This includes royalties, book sales, coaching programs, masterminds, SaaS platforms (software as a service), and even consulting.
• A Simple Asset Protection Trust that can maintain your privacy; reduce umbrella liability insurance, making you virtually judgment-proof, however, does not mitigate taxes.
• A Real Estate Investment Trust that allows syndicators to have investors investing in the Trust
• A Private Family Foundation which allows property to be sold and not pay capital gains. This trust has a charitable purpose and allows the client to receive a salary from the foundation.

An Irrevocable Trust is a Trust that has specific legal language that states any assets in this Trust cannot go back into the Settlor’s names and the Settlor will have no control over those assets.

This means that if a creditor has a claim against you, they cannot collect from the assets in the Irrevocable Trusts. These types of Trusts are established for asset protection during the life of the Settlors and estate planning for end of life asset distributions.

Our Trusts were written to comply with Scott on Trust Law, the 3rd Restatement of Trusts and the Internal Revenue Code. This was done so the Trust Corpus would be protected from turnover orders by any court or judge, with the exception of fraudulent conveyance.