About American Estate & Trust, LC (AE-Trust)

A State of Nevada, Regulated Trust Company

American Estate & Trust, LC, is a state of Nevada, regulated trust company, meeting all state requirements for capital reserves and bonding. The company is regulated and audited by Nevada Financial Institutions Division (FID). Extensive background checks on all principals affiliated with AE-Trust, and on the trust company itself, have been performed by FID. This included personal ID and fingerprint checks with the Federal Bureau of Investigation.

Nevada FID is the state's banking regulatory body. In addition to trust companies, FID also regulates banks, credit unions, savings and loans, and eight other types of financial institutions. Like a bank, trust companies such as AE-Trust must maintain minimum capital reserves and meet certain other stringent standards of honesty, competence, compliance with the law, etc.

Any complaints or questions about the background of AE-Trust can be directed to FID.

The types of services that a trust company is licensed to provide to the public are called "fiduciary services". Under our license from the state of Nevada, and under Internal Revenue Service regulations, AE-Trust is allowed to provide many fiduciary services, including: Acting as an independent and professional trustee for private trusts (living trusts, etc.), IRA custodial services, escrow services and qualified intermediary services for 1031 real estate exchanges.

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.

For the qualifications and expertise of the principals of AE-Trust, Click Here.

Estate Planning AE-Trust offers traditional and advanced estate tax and general estate planning services, including: Creation of living trusts, asset protection trusts which take full advantage of Nevada's powerful statutory protection of the trusts and their assets, medical directive documents, power of attorney documents, formation of corporations and limited liability companies in all 50 states, and many other planning services not mentioned here.

Retirement PlanningThe company offers advanced retirement and tax deferral planning services through the use of two advanced planning techniques. These involve IRA accounts and 401(k) retirement plans:

Coupling a self directed IRA account (using AE-Trust as the custodian) with a self controlled limited liability company (LLC). This planning technique is referred to as an IRA-LLC ^SM or ICO^SM. All the IRA's funds become invested in, transferred to, the LLC. In the LLC, the IRA owner (you) fully control the checkbook and the investments, all still tax deferred through the parent IRA account. One of the primary uses of this technique is for convenient and self controlled investing in real estate and other non-traditional investments.

Setting up a single participant or solo 401(k) retirement plan inside your own limited liability company (LLC), all self directed by you. The LLC will be engaged in whatever business you operate or want to start. Some of the profits flow into the 401(k) for tax deferred savings. This is referred to as a one.k^SM. The one.k allows convenient and self controlled investing in real estate and other non-traditional investments by the 401(k) retirement plan. However, the one.k has several distinct tax and contribution limit advantages over the ICO.

Long Term Capital Gains Tax Deferral. AE-Trust offers a plan which allows the long term deferral of capital gains taxes on the sale of appreciated real estate and certain other types of property. You retain control over the selling process, the cash proceeds go into a guaranteed investment of your choice, and you determine the number of years of deferral. AE-Trust administers the administrative details of the plan at no charge to you. You receive a full return of principal with interest over the installment sale term, based on a federal and state regulated investment with a guaranteed minimum payout.

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.

For more information or questions, Click Here to send an e-mail. Someone from AE&T will contact you, free of charge.