International Asset Protection Trusts

An International Asset Protection Trust (IAPT) shelters wealth from threats which arise from the abuses of the United States contingency legal system.

With an IAPT, assets are kept out of reach of legal judgments, creditors, business conflicts and divorcing spouses.

An IAPT Is basically a discretionary irrevocable trust set up in a country other than the United States and containing some well thought out provisions to allow it to take advantage of the asset protection statutes of the selected jurisdiction.

I have spent my career providing high-end solutions to resolve client's offshore asset protection needs. After 35 years of practice, I am able to offer you three of the best solutions I have developed at a price previously unheard of. Each of the three addresses a particular  client fact pattern.  Each encapsulating particular drafting choices.

I am able to offer these prices because my practice interests are:

• Resolving the needs of high end clients that require specialized solutions and documentation
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• Resolving the needs of the remaining 95% of clients who are well-served using one of the three solutions discussed below. I specialize in these strategies and have built a team able to process them in an efficient manner.

The three strategies are:

The Guardian: The Guardian IAPT offers sophisticated choices to:

• Diversify holdings outside the U.S.,
• Protect Assets, using the law of various countries,
• Avoid Claims because of the difficulties of suing offshore
• Increase Wealth because of the opportunity to invest asset protected worldwide and the ability to do so in all currencies,
• Financial and Personal Privacy,
• Fund Retirement.

The Low Profiler: The Low Profiler IAPT offers planning opportunities permitted under U.S. Treasury Regulations Section 301.7701-7.

This Trust has all the benefits of the Guardian Trust Plus: Because of it's drafting, it is not required to file IRS reporting Forms 3520 and 3520A.

The Collapsing Bridge: The Collapsing Bridge Technique combines offshore planning with domestic strategies and permits you to totally control your assets.

This Trust herein has all the benefits of the Guardian Trust Plus: The Trust owns 98% of the Limited Partnership interests in your Family Limited Partnership of which you are the 2% General Partner. You are in control of everything and everything stays domestic (e.g. your bank and securities accounts remain with your current bank and brokerage) until a creditor threatens. Only at that time does the trust exercise it's vote to dissolve the Partnership and then 98% of the Partnership's assets go offshore. At that time,you  will have worked with your trustee several years and established a cordial professional relationship.

Receive the advantages of these plans

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International Business Corporations (IBCs)

IBCs are corporations incorporated outside the U.S. Although the costs for an offshore corporation are higher than for a U.S. corporation, the long term benefits far outweigh this.

The Advantages of an IBC are:

• Anonymity, Privacy and Confidentiality
• Nominee Shareholders Allowed, But Not Recommended
• Disclosure of beneficial ownership not required or limited to offshore authorities
• Asset and Lawsuit Protection

IAPTs should not carry on business or they may be taxed as a corporation for U.S. tax purposes. 

If it is intended that business be done, then the IAPT can do so through an IBC, which it controls. Costs of incorporating in different jurisdictions vary greatly.

TAX OVERVIEW. If you own an IBC, even if the earnings are not brought back to the US, you must declare the income. IBCs are U.S. Tax Neutral.

International Banking

International banks offers safety, security, confidentiality and asset protection benefits. They are effective havens for assets and funds in need of secure and confidential safekeeping. International banks provide financial privacy as well as protection from lawsuits, creditors and divorce, and are not just for the wealthy.

Most international banking jurisdictions have strict confidentiality regulations to ensure that your identity and your transactions are private. However, this confidentiality is not absolute. Banks must comply with investigations into serious criminal activity such as terrorism, money laundering and illicit drug trafficking.  Where there is no criminal activity, your information is safeguarded.

International bank accounts operate the same as domestic accounts. Once you have an account, you generally receive a debit or credit card and online access to perform your normal bank transactions. International financial institutions generally do not report account information to the government. It is up to you to do so. We only knowingly work with clients who agree to appropriately so report. Please see Tax Overview.

It’s important to know that an IBC's jurisdiction is not necessarily the same jurisdiction as the IBC’s bank account. For example you can have an IBC in Belize and a bank in Switzerland. Belize offers maximum IBC privacy. Switzerland offers a strong combination of bank safety and financial privacy. It makes sense then, to have an IBC in one jurisdictions, and the bank for that IBC in a second jurisdiction, gaining the best advantages of both countries legal systems.

For larger accounts we recommend Switzerland, Luxembourg, Lichtenstein Austria and Hong Kong. And for smaller accounts we recommend, the Cayman Islands and Austria. We’d be happy to discuss the different international banking options with you.

Swiss Banking

Swiss banks set the standard for reliability, professionalism and a confidential banking environment. They have a reputation for managing investment portfolios and providing other wealth management services. Individuals looking to safeguard their assets from public scrutiny look Swiss.

Depositor identities and account histories are not relinquished lightly; there must be a substantial criminal allegation before anyone or any government can pierce Swiss confidentiality.  Swiss banks do not compromise their rules for civil offenses such as hiding money from an ex-spouse.  A divorce or any other civil suit attorney cannot obtain information from a Swiss bank.

Swiss bank accounts should only be used for confidentiality, privacy and asset protection.  We do not knowingly advise and will not knowingly assist those who wish to avoid their tax obligation. Tax evasion can be Criminal in the U.S.

Get in on the advantages of IBCs and International Banking.

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