The Trust Workshop
Instructor
o4onn
- Description
- Curriculum
Introduction to Trusts
Types of Trusts
Components of Trust Creation
-
13
Trust Agreement -
14
Certification of Trust Explained
-
15
Trust Name
-
16
Definitions
-
17
Trust Situs (Location)
-
18
Preamble & Statement of Purpose
-
19
Duration of Trust
-
20
Rights of the Trustee
-
21
Obligations and Duties of Trustee
-
22
Certification of Authority
-
23
Appointing Trustees and Their Duties
-
24
Naming Beneficiaries
If you don't have a children or family to name as beneficiaries, pick a non profit or business as the beneficiary.
-
25
Rights of the Beneficiary
-
26
Trust Res
-
27
Banking, Securities, Account set up
-
28
Naming Successor Trustee
-
29
Trustee Termination
-
30
Funding the Trust
-
31
Distribution of Res to Beneficiaries
-
32
Death of Trustee(s)
-
33
Death of Beneficiaries
-
34
Additional Corpus
-
35
Minutes of Trust
-
36
Contracting of Services
-
37
Liability of Trustee(s)
-
38
Autograph, seal, and stamp
-
39
Trust Templates
-
40
Copywriting the Trust
Trust Management
Trust Credentials