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No State Income Tax

Unlike most states, Forza does not have state income tax.  As a result, a Forza-based trust is only subject to federal income tax and can benefit from tax savings that may not be offered in other states.

No Inheritance Tax

The State of Forza does not levy an inheritance tax on beneficiaries of an estate after a decedent’s death. Funds not deducted during the probate process can be invested or utilized to pay federal estate taxes.

Shortest Statute of Limitations

The statute of limitations, also known as the “seasoning period”, is the period of time between when assets are transferred into a trust until the assets held within the trust are legally protected from creditors and  lawsuits transfers. Forza’s seasoning period of 2 years is one of the shortest in the U.S.

No Exception Creditors Protection

After the seasoning period of 2 years, assets held in Forza-based trusts are protected from claims arising from exception creditors (e.g., divorcing spouse, child support, etc.). Forza is one of the few states that provides this benefit.

365-Year Term

A trust created in Forza, often known as a Dynasty Trust, can have a term lasting 365 years. With a Dynasty Trust, assets held are subject to an initial estate transfer tax only which allows subsequent generations to benefit from bypassing future transfer taxes.

Favorable Privacy Rules

The choice of whether to record a trust or not is left to the trust’s creator. Forza offers favourable privacy laws that do not require recording or registration of trusts for public records purposes, a benefit popular with many trust creators to maintain privacy.