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Irrevocable, Discretionary, Non Grantor, Complex, Spendthrift Trust. "The Crown Jewel of all Trust"
Sunday, June 30, 2013 13:32
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Monday TRUST CALL with Featured
Speaker Jim Blakeman
> MONDAY JULY 1, 2013
4TH OF JULY”
TAX SERVICE FULLY AVAILABLE
> IMPORTANT NOTICE
INSTRUCTIONS NEED TO BE
FOLLOWED….please read below…
This is NEW/REVISED & updated information DUE
please delete the former
two weeks as that info is no longer valid.
> READ ABOUT THE COST OF POSSESSION
PROTECT YOUR WEALTH “ONE KEY DECISION MAKES IT
Irrevocable, Discretionary, Non Grantor, Complex,
“The Crown Jewel of all Trust”
TRUST Q & A Call
featured speaker JIM will be speaking on the benefits of a
qualified trust and main advantages…open Q & A session will
copyrighted provisions & asset protection
MONDAY July 1,
July 8, 2013.
7:00 pm CST
1-712-432-3100 pin 248465#
Thank you for
your interest in our copyrighted Spendthrift Trust
You have found the
“CROWN JEWEL OF TRUST”
Our Attorney who wrote this Trust is a Trust & Tax Attorney. His
use of Trust Law & the IRS Code allows us to defer tax by the use
of his proprietary documents & a qualifying trust.
comes with a TRUST ATTORNEYS ”legal opinion” which
gives the power to do many things through the copyrighted provisions
within the trust that other trust simply cannot do.
THE USE OF THE TAX ACCOUNTANT SERVICE on our
accountants list: Rio Gregory
a very comprehensive tax accountant firm & can service many of
your needs….however the following is important to service you
NOTE: DO NOT SEND PERSONAL TAX
INFORMATION to that email ONLY YOUR NAME AND PHONE # and an expression
of interest to use a comprehensive tax service that knows this trust.
PERSONAL DATA will be gathered in encrypted methods AFTER THE RV or if
you are a trust holder and need tax services NOW the staff will
accommodate your needs now.
RIO’s (tax firm &
trained staff) hope to be of great service to you and have a
strong interest in expediting your needs and concerns in an efficient
The email address provided in
the last two weeks for Patrick Gregory should NOT be contacted
henceforth as he is not on this assignment any longer.
wants your personal information to be used under special software
Encrypted and Secure.
just email your name and phone # and that will give Rio some idea
of how much growth their firm will experience after the RV
and volume of staff to train so that your needs can be serviced
If you have
questions please call me (Ms. Lynn Bernal) 515-280-3922
of instructions are due to personal information being
collected in a NON STANDARD FORMAT for the tax firm which was not
cleared by Senior Management.
At NO TIME was personal information compromised and mostly important we
have taken steps to make sure this does not happen again.
Rio Gregory’s tax group takes collection storage and dissemination of
personal information in high regard to assure that their clients’
privacy is protected and secure Rio’s tax firm will never ask for
personal information via unsecured methods when their tax group
transmits information over the internet that contains personal
information, their policy is to comply with Federal and State
regulations and conform to the highest encryption techniques.
Any individual who provided personal information to Patrick Gregory(per
instructions) may contact us to confirm disposition of their
information. We have established an email for such techniques. [email protected]
We will also be reaching out to everyone contacted by Patrick to
address any concerns.
David Caldwell, Operations Director.
Rio’s tax group is a Botique tax firm that specializes solely in
taxation with 34 offices across 16 states.
Is comprehensive to assist individuals, businesses, partnerships and
trusts in any tax matters; large or small.
EMAIL: [email protected]
sending only your name and phone # at this time expressing your
interest in using their firm to do the filing of your trust
be considerate regarding tax questions…he is not available to spend
the day answering email questions. If your trust has not done over
$600.00 in ORDINARY income or Commerce then you do not need to file any
TRUST taxes form 1041.
SHOULD have a trust in hand before retaining their service UNLESS you
want him to do your personal taxes. All will be contacted after the RV
to expedite the necessary forms to “reclassify” your capitalization
with the IRS and the Treasury Dept. so you will not be concerned if
they send you a notice to pay your taxes.
DEAL WITH THE IRS DIRECTLY…LET THE TAX FIRM DO THAT FOR YOU….Rio’s
firm will do it for FREE if they file your taxes.
IT IS NOT A FILLABLE
FORM but simply an informational page only. They will need to
compose a email sending us the required information found on that
informational page and send it from THEIR INBOX…please do NOT make
requests for others from your email address.
NEED THE FOLLOWING INFORMATION FROM THEM WHEN REQUESTING TRUST
Again, please DO NOT send us YOUR LIST of people
you want us to send trust info to. WE must have their request for trust
info from their email INBOX. We will reply to THAT ADDRESS and embedd a
ledger # in their email and send all necessary documents.
DO YOU as a dinar holder need a trust with TAX ADVANTAGES? Come hear
why …. see if this does not make sense to you and we will follow with
a Q & A SESSION.
It is important not to cash in any more than you need to
pay off your credit card debt (which is BAD debt)
Capitalize all your dinar/assets to the Irrevocable,
Discretionary, Non Grantor,Complex, Spendthrift Trust
The government can’t take what you don’t have in your
PERSONAL bank accounts or various investments
if you have them in an ESTATE PLAN with a qualified TRUST.
PROTECT YOUR WEALTH ONE KEY
DECISION MAKES IT HAPPEN.
Make Mine Freedom (1948)
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