Investment Trusts

About Investment Trusts

A trust can be created to own High Yield Fixed Income Annuity Portfolio for estate tax planning purposes or asset protection. A simple revocable trust can be used or a complex irrevocable trust could be created to own the High Yield Fixed Income Annuity Portfolio. An estate planning or asset protection attorney should be consulted prior to creation of such a trust. We work with a national network of attorneys that specialize in assisting.


"Synergy has been a trusted part of our legal team for many years. They have helped our clients in many cases to understand the benefits of structured settlements. Synergy has protected our clients and us by securing the best annuities on the market with the safest companies available. Our Synergy consultant is a great communicator in explaining the details and benefits of structured settlements to our clients. He has also mentored myself and the other lawyers in our firm in the benefit of Attorney Fee Annuities. Their work with our firm has secured our clients and our financial security and we expect to continue working with him for many years to come."

Brett Panter
Panter, Panter & Sampedro

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