Custom Structured Settlements Ensuring Extra Asset Protection

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James Smyth and Arthur Jensen, of Custom Structured Settlements, LLC, protect any legacy with secured debt investment, estate planning, and flight provisions.

James Smyth, Executive Director of Custom Structured Settlements, LLC

The protection of a life’s work is enhanced well beyond the exposure that most business people don’t realize they have.

Custom Structured Settlements, the leader in no-tax solutions for business scaling and exits, integrates its unique VIP℠ Process and CARE℠ strategies with state-of-the-art trusts for extra asset protection. “Whenever assets are not directly controlled by our customers, this trust affords protection without loss of tax deferral,” said James Smyth, Executive Director of Custom Structured Settlements, LLC. “We designed a trust to protect against all creditors. It’s irrevocable, but with power of flexibility in side agreements when desired. The trustee’s fiduciary duty is to honor the contract and protect against creditors.”

Trust provisions now include multi-generational splits to be coordinated with anyone’s estate plan, administrative and investment trustee positions for protected split roles, flight provisions to move to jurisdictions not required to enforce judgments, and “event of duress” language that disables beneficiaries during any period of creditor challenge.

“The protection of a life’s work is enhanced well beyond the exposure that most business people don’t realize they have,” noted Arthur Jensen, Senior Tax Director of Custom Structured Settlements, LLC. “To us, this enhances protection of that value and even protects heirs from fighting and mistakes. It enhances family well-being and protection. All beneficiaries can be protected and these trusts usually complement existing estate plans.”

When combined with trustee flexibility under the good business judgment rule and other benefits, another level of protection becomes available even for closely held real estate and businesses. “All of this is typically paid for from tax savings, and our customers are typically 20x ahead,” concluded Smyth.

About Custom Structured Settlements, LLC
Custom Structured Settlements, LLC helps with structured settlements of taxable transactions. Its services ensure enormous tax savings, asset protection, wealth preservation and legacy planning. For more information, please call (317) 268-8880, or visit Custom Structured Settlements, LLC is located in the SePRO Tower, 11550 N. Meridian Street, Suite 125, Carmel, IN 46032.

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