Christina Ivette – The Wealthy Trustee

Full Course: Christina Ivette – The Wealthy Trustee

MODULE 1:

WHAT IS A TRUST ENTITY?

Learn what a TRUST entity is. A three party contract between a grantor, trustee and beneficiary. This is a living breathing entity that can do everything a human can do.

MODULE 2:

ASSET PROTECTION

Learn what a business trust is, a family trust and how you can protect your assets from judgments, liens, Foreclosures, divorce, lawsuits and heavy taxation or probate.

MODULE 3:

GENERATIONAL WEALTH

Learn how to create a UTMA custodial account and an index universal life insurance policy for your children so they can have their own assets.

MODULE 4:

HOW TO TRANSFER ASSET OWNERSHIP INTO TRUST

Learn how to do a quit claim deed to transfer ownership from your personal name to your family TRUST.

MODULE 5:

HOW TO ESTABLISH A NON PROFIT

Learn how to build an empire as a non profit TRUST entity. As well as establish tier 1, tier 2, tier 3, and tier 4 corporate credit for your non profit business.

MODULE 6:

TAX EXEMPT STATUS AS A 508 C1A TRUST

Live tax free by establishing a legal 508 c1a TRUST just like the “In God We TRUST” on the US Dollar. You will be tax exempt by law and never have to report taxes again.

MODULE 7:

EIN APPLICATION & AMENDMENTS

Learn how to apply for an EIN for your TRUST entity and how to amend your TRUST if you buy or sell assets.

MODULE 8:

HOW TO INVEST TRUST FUNDS

Learn how to invest your TRUST funds into assets like stocks, real estate, crypto and insurance policies.

MODULE 9:

BUSINESS STRUCTURE

Learn what a holding company is. How to have entities own other entities. As well as what a limited liability company is and how to create one.

MODULE 10:

PRIVATE FAMILY BANKING

Learn how to create a family mission statement, family rituals, family governance system and how to setup private family banking.

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