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American Estate & Trust, LC
is an affiliate of:
National Association of Financial and Estate Planning
The Nation's Largest Estate Planning Organization
www.nafep.com
All estate, retirement planning and capital gains deferral services are provided in alliance with NAFEP. NAFEP provides the document creation services, research, educational and marketing materials, and the planning assistance. AE-Trust helps coordinate client planning through NAFEP, and then AE-Trust provides the trustee, IRA custodial services and on-going client support.
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Professional Advisors and Planners
Let AE-Trust be the primary resource to assist you and your clients with their estate planning, IRA account and trustee needs. We always work hand-in-hand with you, and never as a competitor.
Whether your clients need a family trust, self-directed IRA account, solo 401(k), formation of a corporation or LLC, or they are looking for long term capital gains deferral on the sale of appreciated property, we work with you end-to-end to fulfill their needs & planning, while you retain the financial planning or other services which you provide. AE-Trust does not sell financial products or securities, and we don't act as the client's attorney or CPA.
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American Estate & Trust, LC - Privacy Policy:
Personal information submitted to American Estate & Trust (hereafter "AE-Trust"), in contracting for and using trustee or other fiduciary services, or for the creation of a trust, IRA or legal entity, is protected by professional ethics rules regarding attorney-client confidentiality, and by the privacy policy of AE-Trust. Client information is not disseminated to anyone outside the AE-Trust home office, except in the normal course of business in providing service to you, your trust, IRA, or entity. No client information is on-line or otherwise available to unrelated parties outside of or apart from AE-Trust. No client information is sold, rented, traded, etc. Client information may be obtained only by: The respective client or his/her/their authorized advisors, trust beneficiaries, on an as needed basis to third parties with whom a client's trust does business, a proper court order, and/or a proper governmental demand.
For more information or questions, Click Here to send an e-mail. Someone from AE&T will contact you, free of charge.
7251 W. Lake Mead Blvd., Ste. 300
Las Vegas, NV 89128
Fax (702) 562-4122
Toll Free (866) 654-6111
Local Ph (702) 562-4120
Info@trusteeamerica.com
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