Upstream
Free 4-minute assessment

Your biggest gain comes with a tax bill.

It doesn't have to.

Upstream is an asset protection trust with one extra feature: it borrows an estate tax allowance your parents will almost certainly never use, and turns it into a reset of your cost basis. The gain stops being taxable. The assets never leave your control, and your parents never sign a thing.

✓No obligation✓About four minutes✓No email until the end✓Only for assets with a built-in gain
$15M
Unused allowance, per parent
2
Basis resets available
$0
Gift tax to fund it
100%
Investment control retained