Infinite Wealth Strategist Trust

IWS Vortex Legacy Trust

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Our Unique and Powerful Trust Structure

When your assets and money are at stake you don't want to try some new flash in the pan strategy to protect them. The Spendthrift, Non-Grantor, Complex, Discretionary and Irrevocable Trust we offer was structured back in 1533. These trusts have never been penetrated in nearly 500 years.

Our Trust is based on Contract Law, not Legislative law. This is a very important differentiation. Our Trust is a contract agreement between private parties creating mutual obligations enforceable by law. The three elements required to create a legal contract are offer, acceptance and consideration, which means the exchange of something of value.

Our Trust is also compliant with IRC 643 which allows the Trust to defer all capital gains, passive income and K1 income in perpetuity in the corpus of the Trust. Our Trusts will also allow you to convert ordinary business income to passive income within the Beneficiary Trust, which can be deferred in perpetuity.

No other Trust structure provides this level of asset protection and tax deferment!

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IWS Vortex Legacy Trust: Unlock Your Financial Freedom

Hey, if you've landed on this page, it's not by accident. You're here because deep down, you know something's not right with the financial system. You work hard, pay your taxes, and follow the rules, but it never feels like you're getting ahead. The game was never designed for you to win. The financial system is Babylon 2.0—a modern slavery system powered by debt, taxes, inflation, and lies. But the elites use private tools to legally pay zero capital gains, defer income taxes indefinitely, and protect their assets. Why not you? That's why we created the Vortex Banking System—a tested, legal, IRS-recognized structure backed by a licensed law firm, CPAs, accountants, and elite financial strategists who’ve helped thousands reclaim control of their wealth.

1. Irrevocable Trust Lock Icon

  • Asset Protection: Assets transferred into the trust are no longer part of your personal estate, shielding them from creditors, lawsuits, and legal claims.
  • Avoidance of Probate: Assets bypass probate, ensuring a private, efficient wealth transfer.
  • Reduction of Estate Taxes: Lowers the taxable estate value, minimizing or eliminating estate taxes.
  • Tax Savings on Income and Gains: Income and gains are taxed separately, saving money if the trust retains assets.

2. Non-Grantor Trust Shield Icon

  • Clear Separation of Ownership: Assets are fully separated from your estate, protecting against creditors.
  • Protection from Personal Liabilities: Assets are safe from personal or business-related claims.
  • Separate Taxation: Taxed independently, allowing income to shift away from high tax brackets.
  • Income Distribution Flexibility: Trustees can optimize distributions based on beneficiaries’ tax situations.

3. Complex Trust Settings Icon

  • Flexible Distributions: Strategically limit distributions to protect assets during financial troubles.
  • Asset Preservation: Accumulate income to grow wealth for future generations.
  • Accumulation of Income: Defer taxes, allowing tax-deferred growth.
  • Charitable Contributions: Reduce taxable income while supporting causes.
  • Principal Distributions: Minimize tax impacts on appreciated assets.

4. Discretionary Trust Hand Icon

  • Protection from Creditors: Beneficiaries can’t access assets, shielding them from claims.
  • Control Over Beneficiary Support: Manage distributions based on individual needs.
  • Income Distribution Optimization: Distribute to lower tax brackets or low-income years.
  • Flexible Financial Management: Adapt to changing tax laws and circumstances.

5. Spendthrift Trust Safe Icon

  • Strong Asset Protection: Prevents creditors from claiming trust assets.
  • Preservation of Wealth: Ensures wealth for future generations, regardless of beneficiary decisions.
  • Control Over Taxable Events: Minimize capital gains by retaining assets.
  • Tax Deferral: Defer distributions for tax-deferred growth.

Summary: These pillars—irrevocable, non-grantor, complex, discretionary, and spendthrift—create a powerful tool to safeguard assets, minimize taxes, and manage wealth across generations.

Legal Foundation: Case law, including landmark Supreme Court rulings in Nichols v. Eaton (91 U.S. 716, 1875) and Eliot v. Freeman (220 U.S. 178, 1911), upholds the Spendthrift Trust’s integrity. The Eliot v. Freeman case specifically ruled that a Spendthrift Trust Organization is not subject to legislative control, as affirmed by appeals from the Circuit Court of the United States for the District of Massachusetts. It was the intention of Congress to embrace within the corporation tax provisions of the Tariff Act of August 5, 1909, c. 6, 36 Stat. 11, 112, only such corporations and joint stock associations as are organized under some statute, or derive from that source some quality or benefit not existing at the common law. A trust formed in a state where statutory joint stock companies are unknown, for the purpose of purchasing, improving, holding and selling land, and which does not have perpetual succession but ends with lives in being and twenty years thereafter, is not within the provisions of the Corporation Tax Law. No judge or court may issue a turnover order against a properly constructed Spendthrift Trust. The sole exception to this rule of law is fraudulent conveyance to avoid judgment; and this only applies to a Trust created after litigation has been filed not before.

Supreme Court Ruling: Eliot v. Freeman

The Supreme Court Case Eliot v. Freeman 220 US 178 ruled that a Spendthrift Trust Organization is not subject to legislative control. Argued January 19, 1911, and decided March 13, 1911, this case stemmed from appeals from the Circuit Court of the United States for the District of Massachusetts. It was the intention of Congress to embrace within the corporation tax provisions of the Tariff Act of August 5, 1909, c. 6, 36 Stat. 11, 112, only such corporations and joint stock associations as are organized under some statute, or derive from that source some quality or benefit not existing at the common law. A trust formed in a state where statutory joint stock companies are unknown, for the purpose of purchasing, improving, holding and selling land, and which does not have perpetual succession but ends with lives in being and twenty years thereafter, is not within the provisions of the Corporation Tax Law.

"The secret to success is to own nothing, but control everything!..... The next question should be, as to how?"

Key Advantages of our Spendthrift Trust

1. Lawful in Every State

It is lawful in every state and when established in one state it can operate in any other state.

2. Guaranteed by Constitution

Every aspect of our Spendthrift Trust is guaranteed by the U.S. Constitution, Supreme Court and other court decisions.

3. Global Business

Can operate any lawful business anywhere in the world.

4. Minimal Paperwork

Requires minimal paperwork, greatly reduces or eliminates fees, and can be maintained easily by you.

5. No Periodic Reports

Has no periodic reports or accounting to make to any state or government except for a 1041 tax return each year.

6. Constitutional Rights

Has the same constitutional rights as any individual due to being constructed under contract law.

7. Not Subject to Court

Is not subject to any court turn over orders or eminent domain.

8. Complete Anonymity

Provides complete anonymity regarding all aspects of the Trust including assets, liabilities and Beneficiaries.

A contract in the form of a Spendthrift Trust Organization does not owe its existence to any act of the legislature. The authority for its creation is the common law right of the parties to enter into a contract which the Constitution recognizes. According to American law, the government cannot regulate or impose a tax upon a right. Our “right to contract” according to the Constitution of the United States, Article. §10 is unimpaired. That means that it is not within the power of the government or even a judge to change one word of a Contract of Trust. Once the property is transferred into a Spendthrift Trust Organization, it is subject to its own indenture, which governs and protects the property held by it. The government can ONLY regulate and tax entities it creates.

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Note: The Infinite Wealth Strategist system uses generally available whole life policies and riders. The information presented here is for educational purposes only and is not a solicitation for the purchase of any insurance or financial product. All guarantees are based on the claims-paying ability of the insurer. Excess policy loans can result in termination of a policy. A policy that lapses or is surrendered can potentially result in tax consequences. Your results will be different from those shown on this website, as each Infinite Wealth Strategist plan is custom tailored. Infinite Wealth Strategist and its affiliates, directors, officers and employees have no control over the recommendations that advisors make to their respective clients, and as a result, shall not be held liable for any damages claimed as a result of decisions made by advisors. By using this Website, you are fully accepting the terms, conditions and disclaimers contained here and in our Terms of Use notice.