Introduction to 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.

Week 1 - Parties To A Trust

People Of The Trust

Find out about the Settlor, the Trustees, the Beneficiaries, the Executive Manager and the Protector.

Week 2 - The Trust Deed

What is a Trust Deed?

This is the essence of your Trust and is the map to navigate your asset protection and privacy.

Week 3 - Trustees

Trustees

Who makes a great Trustee? What authority, duty and powers does a Trustee have?

Week 4 - What To Place In Your Trust

Legal and Practical Considerations

Before you load your Trust there are a few things to consider.

Week 5 - The Trust Process Part 1

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?

Week 6 - The Trust Process Part 2

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.

Week 7 - Units of Beneficial Interest

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.

Week 8 - The Beneficiary Process

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.

Week 10 - The Executive Manager

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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