Castle Trust

“Wealth… is a relative thing since he that has little and wants less is richer than he that has much but wants more.” – C.C. Colton

In today’s litigious environment, asset protection and related planning is absolutely critical to ensure that your hard-earned wealth is kept beyond the reach of potential creditors. That is where the Castle Trust ℠ comes in.  The Castle Trust begins with a plan that balances the underlying goals of securing your assets with ensuring access and that the keys to your wealth always remain available to you.

 

Advanced estate planning techniques in the Castle Trust include, but are not limited to:

  • Medicaid Qualifying Trusts
  • Irrevocable Life Insurance Trusts
  • Limited Liability Companies
  • Family Limited Partnerships
  • Grantor Trusts
  • Special IRA Trusts
  • Grantor Retained Annuity Trusts
  • Qualified Personal Residence Trusts

Employing these techniques and tax-free reorganization of various entities are but a few of the strategies deployed to provide you and your family with real tax savings and real asset protection.

At Ansanelli Law Group, LLP (“ALG”), we offer unique advantages. Our Founding Partners, Vincent W. Ansanelli and Ellen B. Kugler, bring over 50 years of combined experience to this complex area. Ellen is both an experienced Trusts & Estates Attorney, as well as a veteran Certified Public Accountant. She understands both the estate planning strategies and equally as important, the tax implications and tax-related issues that often arise with asset transfers. ALG also has the litigation prowess to defend and protect your hard-earned wealth from being taken from you.

When it comes to real asset protection, very few firms have this unique combination of expertise and resources.  Let us show you the advantages our firm and the Castle Trust.