M.G. Institute, LLC

35 Court Street
Freehold, NJ 07728
ph: (732) 409-3209
fax: (732) 845-2143
admin@mginst.net

Responsible Advice

A good advisor is ready to protect clients from illegal and unethical schemes and the predators who push them. On the other hand, there are legal and safe ways to help your clients.

There are many tools available for protecting the wealth of your clients from confiscatory taxes, judgment creditors, and personal predators.

Making an informed decision as to whether or not a particular plan is in the best interests of your client requires knowledge of, at least, the basics of asset protection.

M.G. Institute, LLC offers the knowledge you need to tell the difference between a risky scheme and a responsible plan so that you can better protect your clients.

Know the Difference!

Areas of Instruction
    Our classes cover domestic and international tools for protecting the wealth of your clients.
   Foreign techniques include Asset-Protection Trusts (FAPT)and Universal Life Insurance (UVL) Policies. For many, the idea of "off-shore" planning connotes "hiding" assets, but the truth is that such behavior is illegal. A good international plan is transparent and IRS compliant; it uses applicable United States law to save money for your clients and protect their wealth against involuntary redistribution.
   Domestic techniques use the laws of the United States and the individual states to manage income and transfer tax liability while protecting wealth to the greatest extent possible. Domestic tools include:
   - Self-settled asset-protection trusts (DAPT)
   - Business Entities (LLC, LP, Corp.)
   - Philanthropic Trusts (CRT, CLT)
   - Foundations
   - Third-Party Trusts
   - Retirement Accounts (IRA, 401(k))
   - 1031 Like-Kind Exchanges
   - Split Interest Triusts (GRAT, GRUT, QPRT)
   - Captive Insurance Companies (CIC)
   - Insurance (Life, LTC, E&O, Liability)