Christina Ivette – The Wealthy Trustee
What You Get:
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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