Christina Ivette – The Wealthy Trustee course covers the fundamentals of trust entities and how they can be used to protect assets, ensure generational wealth, and gain tax advantages. Participants will learn about different trust types, asset protection strategies, tax-exempt status, and investment techniques. It also includes information on setting up non-profit trusts, creating business structures, and establishing private family banking for financial security.
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.
