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Domestic Business Trust and Massachusetts Trust Formation and Advantages

        "One of the objectives of business trusts is to obtain for the trust associates, most of the advantages of corporations, without the authority of any legislative act and with the freedom from the restrictions and regulations generally imposed by law upon corporations." 13 Am Jur 2d, Page 379, Paragraph 51.

       A business trust, also known as a Massachusetts trust, is created privately without any registration, permission, or involvement of a governmental agency, such as required for the formation of a corporation or limited liability company or L.L.C. There is thus NO public record about the formation and operation of a business trust---or the private trust's assets, ownership, and management.  A business trust is sometimes referred to as an "unincorporated business organization" or UBO.

      A business trust can be a domestic business trust organized within a particular nation to operate a business both within and outside of the domestic domicile of the business trust. An international business trust is organized and located in an asset protection haven or a tax haven such as Belize. The business activities of an international business trust can be world-wide. Read more information about the formation and advantages of an international business trust.

       Read court decisions that affirm business trust validity as a legal entity. If the business trust is operated primarily inside the USA, or does meaningful (more than incidental) business inside the USA, the trust may be liable for USA income reporting (tax return) and taxation. As to USA tax law only, is that trust an ordinary trust or a business trust? Compare an ordinary trust versus a business trust. If a business trust, will it be taxed as a partnership or as a corporation? Read business trust taxation.

       The domestic business trust as a U.S.A. business entity began in 1827 in the U.S. state Massachusetts. As a consequence of the Massachusetts roots of the business trust concept, a U.S.A. based business trust today is sometimes referred to as a "Massachusetts Trust.". The U.S. Supreme Court held that the Massachusetts Trust as a form of business organization, common in Massachusetts, comprising of  an arrangement wherein real estate (or other assets) is transferred in title to one or more trustees, pursuant to written trust provisions.

        Delaware (U.S.A.) enacted its business trust law in 1988. Twenty-nine U.S. states (including New York, Ohio, Texas, Utah, and Virginia) now have business trust laws. Many U.S.A. mutual funds operate as business trusts, as do many real estate investment trusts ("REITs").

       The trustees of a business trust carry out the same functions, and have similar duties, as the board of directors of a corporation. The business trust and its assets are  managed for the benefit of persons who hold transferable certificates issued by the trustees. The ownership shares into which the beneficial interest in the property is divided are called "shares of beneficial interest." These shares can be issued in the names of the beneficiaries or held by the trustees in "bearer form" (no designated owner name for each share).

      The business trust method for conducting a business began in Massachusetts as a result of state legal statutes which barred the development of real estate without a special act of the legislature or in other words, without "permission" of the State. The business trust concept is based upon the Common-law right to contract. The business trust concept places the business trust on the same footing as legislatively or statutorily constructed business organizations such as corporations and limited liability companies. Thus, business trusts don't need legislative or governmental  "permission" to enter into a business activity, and the business trusts don't have to be concerned about the many burdens and restrictions that are placed on "statutorily constructed organizations".

       For more information about business trusts, please visit Business Trust and International Business Trust.
 

For Help in Establishing a
Domestic Business Trust

For help in forming and operating a domestic business trust to operate as a domestic company anywhere in the world, please contact Certified Tax Consultant Phillip Fry. An initial consultation (including initial tax planning assistance to you) with Certified Tax Consultant Phillip Fry is US$500, payable in advance by FREE international bank wire (you subtract your bank's wire fee from your payment). To arrange your consultation, please email Phil, or phone him
63-906-510-4000
or 63-919-375-0302 (Philippines) 7 p.m. to 7 a.m. Eastern Time (Canada/USA time).

Alternatively, you can pay your US $500.00 initial consultation with Phillip Fry to Health & Wealth Guardian, Ltd. using your PayPal account, Visa, Master Card, American Express Card, or Discover Card, or a Visa or Master Card DEBIT CARD---simply click on the PayPal Link below.

In lieu of the initial consultation fee, or in addition to the initial consultation fee, you can pay Health & Wealth Guardian, Ltd. for your choice of either the domestic or international business trust formation fee of US$1,000 by simply click the PayPal button below:


For more information, visit the website Business Trust.

 


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To schedule your initial tax consultation with Mr. Fry, please email Phil at incometaxplanning@yahoo.com, or phone him 63-906-510-4000, 63-919-375-0302, or 63-35-226-3154 (Philippines) 7 p.m. to 7 a.m. Eastern Time (Canada/USA time). FAX 63-35-226-3219.

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