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Signed in as:
filler@godaddy.com
1. Where do Trusts come from?
2. How long does the Trust last?
3. What is the difference between Revocable and Irrevocable?
4. What makes the Trust so strong? - The 'Secret Sauce' of Title.
5. Does everything go in the one Trust - Trust Structure & the Organizational Chart.
6. How do the Trustees know how to operate the Trust? - Deed, Manuals, Education and Trust Protocols.
1. Why is this Trust different?
2. Is the Trust legal?
3. What does the Settlor do? Can the Settlor be a Trustee?
4. Can I change my mind later? - The Vault.
5. Who are the Trustees?
6. What if a Trustee wants to leave?
7. What about the money? Is it safe?
1. What does the Trust actually protect?
2. What is the role of the Executive Manager?
3. How is the Trust administered?
4. How does the money get to the Beneficiaries?
5. What happens when the Settlor is no longer around?
6. How do we cross from a document to an operating entity?
7. Is there a 'Bigger Picture' for these Trusts?
What Is A Trust?
What type of Trust is right for you? In this Introduction we explain the significant difference between revocable and irrevocable trusts.
People Of The Trust
Find out about the Settlor, the Trustees, the Beneficiaries, the Executive Manager and the Protector.
What is a Trust Deed?
This is the essence of your Trust and is the map to navigate your asset protection and privacy.
Trustees
Who makes a great Trustee? What authority, duty and powers does a Trustee have?
Legal and Practical Considerations
Before you load your Trust there are a few things to consider.
What Can You Place Into a Trust
Do you have personal property, real estate, assets, businesses and insurance? How do you protect them? Who looks after them? How is it administered?
Working Together In Harmony
Here we look at how the Trustees, Executive Manager, Beneficiaries and the Protector work together in harmony to grow and protect the assets of the Trust Fund for the benefit of the Beneficiaries.
UBI's and How They Work
Units of Beneficial Interest (UBI) are a legal claim to a share of the Trusts profits or income when payouts are determined by the Trustees. Can they be changed? How do I pass them on? What if a Beneficiary isn't happy? How are they administered? Find out the answers to those and more in this week's Trust Education.
The Beneficiary Process
Regardless of your family structure or intentions, there is a process to selecting Beneficiaries. How do you decide distribution - and what if you need to change something? In this education you will learn the process of selection and distribution. We discuss the forms required to make changes. You'll also learn the importance of designating heirs.
The Executive Manager
The executive Manager has an important role to fulfil in the day to day affairs and management of the Trust. In this video we explore their authority to be able to employ people, conduct business, pay bills, and how they get that authority. The role of the Executive Manager is a powerful and important addition to the smooth running of a Trust.
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