Your Partner in
STRATEGIC WEALTH PROTECTION
AND LEGACY PLANNING
Secure your family's financial future with private, irrevocable trusts designed for asset protection,
legal tax avoidance through proper tax planning, and generational wealth preservation.
For high-income earners and business owners facing $50,000+ tax liabilities. Legacy Wealth
Structures provides compliant trust solutions that abide by all rules and governing laws.
YOUR WEALTH. YOUR
RULES. YOUR LEGACY
Legacy Wealth Structures establishes private,
irrevocable, non-grantor common law trusts with various other trust provisions.
Unlike traditional wealth strategies, our approach
provides:
ABSOLUTE ASSET PROTECTION
Your assets are sold to the trust via a bona fide sale, becoming Trust corpus. The trust owns the assets with absolute asset protection from personal creditors, lawsuits, judgements, and divorce.
LEGAL TAX ADVANTAGES
It's not tax evasion; it is legal tax avoidance through proper planning and structure. Significantly reduce income and capital gains tax by abiding by governing laws, including the U.S. Constitution Article 1 Section 10, U.S. Treasury regulations, Uniform Principal Income Act, and the Uniform Trusts Code.
INDEPENDENT PROFESSIONAL
MANAGEMENT
Each trust operates with clearly defined roles: Utilizing independent 3rd-party Trustee & Trust Protector (typically attorneys), for proper governance that ensures your family's interests are protected long-term.
TIRED OF HIGH TAXES, AND OUTDATED, OVERLY COMPLEX ESTATE STRUCTURES?
For high-income earners and business owners, traditional strategies often fall short. You may be facing:
Excessive annual tax liabilities
Risk exposure from lawsuits and creditors
Complex, confusing, outdated, or non-compliant estate structures
CHALLENGES & OUTCOMES
Our private trust structure addresses each of these challenges through proper tax planning and asset protection advantages:
Legal tax avoidance through
proper tax planning, not
aggressive strategies
Trust corpus assets are owned by the trust, fully protected from personal liability situations.
Abiding by all governing rules and established U.S. laws, with 3rd-party CPAs handling all tax filings and tax advice
Structured for long-term legacy wealth building and transfer with professional support.
Trust corpus assets are owned by the trust, fully protected from personal liability situations.
Legal tax avoidance through proper tax planning, not aggressive strategies
IMMEDIATE TAX RELIEF
ABSOLUTE ASSET
PROTECTION
LEGACY WEALTH
TRUST STRUCTURE
GENERATIONAL WEALTH
FULL COMPLIANCE
Abiding by all governing rules and established U.S. laws, with 3rd-party CPAs handling all tax filing and tax advice
Structured for long-term legacy wealth building and transfer with professional support.
BORN FROM EXPERIENCE.
BUILT FOR PROTECTION
LWS was created after navigating outdated trust structures and IRS compliance challenges. Our founders partnered with top tax attorneys, a former IRS Chief of Staff, a former Department of Justice attorney, multiple law firms, and a leading university tax program to design a structure that could withstand the highest levels of legal scrutiny.
LWS is a faith-based, veteran-owned company. Our mission is simple:
Protect wealth. Preserve legacies. Empower families.
WHO WE SERVE
We designed our trust structure for individuals, families, and businesses to solve:
Significant Tax Liabilities
Typically, paying $50,000+ annually and seeking legal strategies to keep more of what they earn through proper tax planning.
Asset Protection Concerns
Business owners and professionals who are exposed to legal or financial risks that need absolute protection from lawsuits and creditors.
Generational Wealth Goals
Families who care about growing, protecting, and transferring a generational wealth legacy for children, grandchildren, and future generations.
Value Partnership Over Paperwork
Clients who want white-glove implementation service, ongoing support, education, compliance oversight, and an entire advisory ecosystem of independent service providers to maximize their trust's advantages. LWS does not just provide documents and say good luck.
Any legal business type or business structure can benefit from our approach, whether you're a
medical practice, real estate investor, technology company, or professional services firm.
YOUR PATH TO PROTECTED WEALTH
We make it simple. In just 90 days, your structure is built and ready to safeguard your wealth.
SCHEDULE YOUR CONSULTATION
Book your confidential discovery call.
SIGN YOUR MASTER SERVICE AGREEMENT
We’ll outline each party’s responsibilities and all costs.
ONBOARDING & DATA COLLECTION
You will spend 1-2 hours with our onboarding specialists to collect your data to prepare your legacy wealth documents. Our team will set up your entire structure over a two to four-week period.
DOCUMENT
DELIVERY, E-NOTARY, & BANK ACCOUNTS
Trust and entity documents are produced, then reviewed and issued by an attorney. E-notary appointments are set to ensure all required signatures are completed. Engage all 3rd party service providers. Open your trust bank account(s).
SECOND MEETING WITH TRUST ADVISOR
Review all assets to be sold to the trust, review family governance goals, and discuss best practices and final steps.
ASSET CONVEYANCE & BOOKKEEPING
Collect asset data, legal documents are prepared and then issued by an attorney. E-notary and signatures completed as required. Start the bookkeeping QuickBooks onboarding process.
ONGOING SUPPORT & INDEPENDENT SERVICE PROVIDER ANNUAL SERVICES
LWS ongoing support with Trust Advisor best practices and platform access to additional resources and your service provider team. Service providers will provide the scope of services found on their engagement agreements.
THE POWER OF YOUR TRUST
The same dollars tell two very different stories, one drained by taxes and the other preserved through trust planning.
ACTIVE INCOME REDUCTION
BEFORE
Paid $1.53M in federal & state taxes (31.4%)
$1.166M tax on real estate sale + $418K on net income
AFTER
Only $17K total tax paid (3.4%)
$2.64M active business income & $5M real estate sale shielded
K-1 loss offset $900K at LLC level, minimizing taxes.
REAL ESTATE SALE
BEFORE
$22M sale resulted in $9.27M in taxes
Left with $12.73M to reinvest
Limited ability to diversify
AFTER
$0 capital gains tax
$6M redirected into replacement investments, generating $1.8M/year in tax-deferred growth
$16M invested into diverse assets, tripling wealth in 3 years.
Freedom to buy more real estate in trust when opportunities arise
DENTAL PRACTICE SALE
BEFORE
$3.25M sale generated $720K tax liability
$2M reinvested @ 5% ➛ $100K annual lifestyle income
$500K in other investment
AFTER
$0 tax on sale
$2.5M reinvested provided $750K/year in lifestyle expenses, tax-deferred.
$550K in other chosen investments
READY TO SEE WHAT THIS COULD
LOOK LIKE FOR YOU?
Book a confidential strategy session today and discover how much tax you could save.
START MY CONFIDENTIAL CONSULTATION
Complete our confidential intake form to explore your personalized trust strategy.
Your information is 100% secure.
INTAKE FORM
This form helps us understand your goals and determine if Legacy Wealth Structures is the right fit for your needs. Your information is strictly confidential and will never be shared without your consent.
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