Family man of two grown children. My expertise is in estate planning, asset protection, tax reduction and tax planning strategies, and property tax appraisal and abatements. I'm a baby boomer and I developed these products "Ultra Trust," "Vertex Trust," and "Medallion Trust" because there is a growing need for Asset Protection and especially Medicaid Asset Protection....

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Family man of two grown children. My expertise is in estate planning, asset protection, tax reduction and tax planning strategies, and property tax appraisal and abatements. I'm a baby boomer and I developed these products "Ultra Trust," "Vertex Trust," and "Medallion Trust" because there is a growing need for Asset Protection and especially Medicaid Asset Protection.

The reason why I developed these products is because some years ago I almost lost everything I owned because of a mishap by my lawyer. As a result of my lawyer's actions it caused the loss of a $755,000 abatement. You can read more about my story here Hide Your Asset Now.

Now on the issue of Medicaid Asset Protection, the soon-to-retire baby boomers and the seniors are beginning to feel the effects of the Medicaid spend-down program with the recent change of the 5-year look back. If you don't know what that is then you can read my many articles at my site on Medicaid Asset Protection, Irrevocable Trust, Revocable Trust, Estate Planning, Offshore Asset Protection. There are many articles on Medicaid and how its affecting Americans today. A really great article on this topic was published recently in the NYTimes in December 2006 Elder-Care Costs Deplete Savings of a Generation. It's a real eye-opener.

I realize there are many questions that one can have and the answers are just as myriad. So you can call me for a free consultation 888-93ULTRA (888-938-5872) or 508-429-0011.

Here is my formal about us information:
Estate Street Partners addresses "your problem of wealth." Providing liquidity with advanced solutions you don't currently have.  Our core business competency lies in the provision of dynamic, strategic, custom consulting & research to complex business transactions. We don't sell insurance, mutual funds, stocks, etc. and, we don't have canned "catch-all" solutions. As advisors, we have developed a worldwide network of strategic "hands-on & real world" relationships from the legal, accounting, and tax professions from the domestic and international realms. Our operating strategy is to build and leverage our collective knowledge and multi-dimensional financial engineering resources, providing you with competent professional strategies designed to protect your assets from potential frivolous lawsuits, preserve your wealth by recapturing lost tax dollars, defer capital gains taxes, reduce taxes on your income streams, eliminate probate and estate taxes. You will receive tax efficient wealth transfers to your next generation.

ROCCO BEATRICE

CPA, MST, MBA

Award-Winning Estate & Trust Planner


71 Commercial Street #150

Boston, MA 02109

U.S. toll-free: 888-93ULTRA (888-938-5872)

U.S. tel: 508-429-0011
U.S. fax: 508-429-3034

MS - Taxation, Master of Science in Taxation

MBA - Management / Taxation

BSBA - Management / Accounting

CPA - Certified Public Accountant 

If you are seeking for an Alternative, Uncompromising & Exclusive
Estate Planning & Wealth Preservation Chartered Roadmap to Your
Accelerated Financial Success then call us now for a completely FREE,
no obligation, no sales pressure, 100% total & complete client
privacy consultation. Call us now at 508-429-0011!