The Motley Fool Discussion Boards

Previous Page

Financial Planning / Revocable Trusts

URL:  http://boards.fool.com/trusts-advanced-lawsuit-asset-protection-22063931.aspx

Subject:  Trusts Advanced Lawsuit & asset Protection Date:  2/14/2005  12:41 AM
Author:  OneNote Number:  68 of 85

I went to a meeting yesterday. It was titled The Latest Cutting Edge Strategies on Lawsuit Protection, Tax Reduction and estate Planning. The Founder of this group is Jay W. Mitton, MBA.JD and has been in existance for 30 years. Suposely Donald Trump, Opray, Kennedys, etc they have helped. A lot of very interesting facts were given but a 1/2 hour sales pitch was at the end for their product to do it yourself. Like $4,000.00. I don't like sales pitches. Does anyone know about these people or this group?

Most of what they discussed was Family Limited Partnership FLP, and Limited Partnership LP, CRT Charitable Remainder Trust. I would be glad to share what I learned if that is legal. But first, does anyone know about these people? Thanks OneNote


Copyright 1996-2014 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us