Presents:

 

© Copyright 2000-2005 Wealth International, Ltd.

Last revised: March 2005

Table of Contents

Start

Preface

Introduction

Your assets are in danger!

An economic crisis looms
Care to play legal roulette? You do not have a choice
Uncle Sam and his dependents want your money
Your privacy is low to nonexistent
Big Brother wants to get to know you real well
Later may be too late

What to do? / A Quick Test

Proposed Solution

Limits to any Solution
Asset Protection Partial Solutions
Asset Protection Non-solutions

Tools

Trusts
Pure Trusts
A Note on Trust Taxation
Trusts That Protect
Onshore or Offshore?
The W.I.L. Trust
Ownership vs. Use
Other International Structures

Tool Use Examples

Protecting Your Home or Real Estate
Protecting Your Investments
Protecting Business Assets
Avoiding Probate
Using a Business to Shelter Tax-deductible Benefits
Income Splitting
Profit upstreaming

Access to Higher Yield Investments Available only to Offshore Entities

Going Offshore: Summary

Summary of Advantages of Establishing a Properly Structured Foreign Entity

Some Elementary Mathematics

Points to Remember

Going offshore is legal
Tax avoidance, deferral, and reduction is legal
Asset protection is in your – and everyone’s – best interest
The rules may change but the existence of opportunities will remain

Who Should Go Offshore?

Further Reading

Appendix 1: Offshore Trust Structuring and Its Impact on the United States Taxpayor

Introduction
The "Grantor" Trust with a US Settlor/Grantor
The “non-Grantor” Trust
The Wealth International, Ltd. Alternative

Appendix 2: Belize and its Merits as a Trust Jurisdiction

Overview
Belize as a Trust Jurisdiction

Start

NOTE: This report is presented with the understanding that the publisher is not engaged in rendering legal or accounting services. Questions relevant to the specific tax, legal, and accounting needs of the reader should be addressed to practicing members of those professions. This information was gathered from sources believed to be reliable but it can not be guaranteed insofar as it applies to any particular taxpayer. Wealth International, Limited specifically disclaims any liability, loss, or risk, personal or otherwise, incurred as a consequence directly or indirectly of the use and application of any of the techniques or contents of this report. No copies of this material may be made or redistributed without the express written consent of Wealth International, Ltd.