Benson Financial – Copyright for Benson Financial Private Trust

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The Law Offices of Paul B. Rosen PC
Paul B. Rosen, Chief Legal Officer
Benson Financial Trust

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Paul B. Rosen is a Board-Certified attorney who is licensed in Texas and New York and has been practicing law for over 44 years. Mr. Rosen leads the legal practice of Law of Paul B. Rosen, PC and is the founding Senior Partner emeritus at The Rosen Law Group in Houston Texas. He is the Chief Legal Officer for Benson Financial Trust.

Mr. Rosen previously served as Legal Counsel for Masters Trust, handling all litigation and legal matters. After Masters Trust prevailed in several litigation cases from 2012-2014, involving trust copyrights and contractual violations utilizing Mr. Rosen, the Trustees of Masters Trust assigned and transferred all its copyrights to Benson Financial Trust. Mr. Rosen is a Member of Benson Financial Trust.

Various Copyrighted Trusts are now sold by Benson Financial Trust but only to duly authorized distributors. Benson Financial provides various types of trusts all of which are exclusively copyrighted by/through Masters Trust/Benson Financial, including a Complex Irrevocable Non-Grantor Spendthrift Trust used in Estate Planning.

“Rosen” Trust Opinion Letter

“Benson” Trust Opinion Letter

“Boring” Trust Opinion Letter

“Myers” Trust IRS Certification

Download “Trust IRS & Legal Compliance” PDF

©Copyright 1999-2012

All rights reserved. No part of this material may be reproduced, initiated, or utilized, in whole or in part, in any form or by any means, electronic or mechanical, including but not limited to photocopying, recording, or by any information storage and retrieval system, without the express permission in writing from Benson Financial Trust. Violators are subject to both civil & criminal liability. See 17 U.S.C. § 501-506, which includes civil liability for damages, loss of profits, statutory damages up to $150,000, and atty fees. See 18 USCS § 2319, which includes imprisonment of up to 10 years.

“Benson Financial Trust does not give legal or tax advice to any purchaser of the Copyrights. We encourage everyone to seek legal and tax advice from qualified professionals.”

NOTICE: Benson Financial US Business Trust (“BENSON”) strongly encourages the purchasers of a Benson Trusts Product to be mindful of all rules and regulations that apply and should be followed in structuring, implementing, and operating any of the various Benson Trust Products. Accordingly, Benson strongly urges each trustee and/or their authorized agent or representative to at all times be knowledgeable of, and compliant in all material respects with the provisions of Trust by: (1) not engaging in any type of fraudulent activity in connection with the administration of the Trust, (2) not taking any action in contravention to the Trust, local law, state law, and/or federal law, (3) timely filing an accurate income tax return with the Internal Revenue Service (and where required the filing of an accurate income tax return with all local and state governments), and (4) not understating income or overstating a deduction on an income tax return. By purchasing a Benson Trust Product, directly or indirectly, the purchaser agrees that he, she, it, is solely responsible for consulting with their own tax advisor as to the tax consequences associated with the income and principal distributions made from this trust and that you the purchaser assume sole responsibility, to the complete exclusion of Benson for the tax consequences resulting from the use of the Benson trust product including specifically with respect to income and principal distribution and IRC Section 643 treatment and application. The tax rules governing Non-Grantor, Irrevocable, Complex, Discretionary, Spendthrift Trusts are complex, change frequently, and depend on each individual taxpayer’s situation. By purchasing A Benson Trust Product, you the purchaser acknowledge that any tax liability or other tax consequences to you resulting from the establishment of this trust is solely your responsibility. Purchaser further acknowledges that he, she, or it, bears sole responsibility for the structure, implementation, and operation of any of the various Benson products purchased by you, directly or indirectly, and that you, to the express exclusion of Benson, shall bear sole responsibility for any adverse consequences for improperly structuring, implementing, and operating, a Benson Trust Product or otherwise improperly using a Benson trust product.

© Copyright Benson Financial Trust – All Rights Reserved