CARMEL, IN
Nationally renowned CPA Arthur Jensen and respected tax attorney James Smyth, who have over sixty years of combined tax planning experience, join forces to create Custom Structured Settlements, LLC, formerly known as The Family Trust Institute. Custom Structured Settlements LLC is a risk-free intermediary for protecting people’s assets, tax minimization on sale, and tax advantaged income preservation for generations.
“Structured settlements are like self-directed retirement plans, but without the minimum distribution requirements. They defer transactional taxes and income taxes. They allow excellent estate and asset protection coordination. They dovetail perfectly with Section 1031 safe harbor rules to protect against stress and unexpected taxes. It took exploring Art’s experience in the national Washington, D.C. tax office of KPMG to appreciate it,” said Smyth, Executive Director of Custom Structured Settlements, LLC, who has advised many high-net-worth business owners and individuals from all industries. “But structured settlements have been around for a very long time, dominated by the big insurance companies.”
Custom Structured Settlements, LLC allows wealth creators to self-approve funds in and out of whatever investments they know, reduce risk and increase flexibility, control, income and leverage because 100% of transaction dollars after sale keep working as they explicitly approve. “We make 1031 transactions free, customer balance sheets never take a big hit, income on retirement stays reliably higher, and we effectively insure against the stress of 1031 failures and market reversals,” added Smyth. “Customer funds stay with their trusted advisors.”
The Family Trust Institute (FTI) focused on integrating tax strategies to lower income and estate taxes and providing tax-leveraged environments for business growth. The structured settlement side of the business was spun from The Family Trust Institute into FTI Property Investments, LLC, which became Custom Structured Settlements, LLC as a more descriptive title for the unique and powerful services it provides. FTI expertise continues to inform conversations and capacity to integrate settlements comfortably with any plan.
“The leverage to save money faster and more efficiently, combined with my fifteen years of experience doing only custom structured settlements and Jim’s ability to combine it with other unique tax and FTI tools, make this the center of our firm’s focus now,” noted Jensen, Senior Tax Director of Custom Structured Settlements, LLC, who specializes in advanced tax, financial and estate planning. “All of the legacy and asset value tools remain available to customers, but immediate and powerful protection of balance sheets and wealth-building leverage are available through customized transactional structuring.”
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. Custom Structured Settlements, LLC is located in the SePRO Tower, 11550 N. Meridian Street, Suite 125, Carmel, IN 46032.
About the NALA™
The NALA offers small and medium-sized businesses effective ways to reach customers through new media. As a single-agency source, the NALA helps businesses flourish in their local community. The NALA’s mission is to promote a business’ relevant and newsworthy events and achievements, both online and through traditional media. The information and content in this article are not in conjunction with the views of the NALA. For media inquiries, please call 805.650.6121, ext. 361.
