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PMA Structuring & Banking Solutions
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PROGRAM ROAD MAP - includes Weekly Instructions, Assignments and Slidedecks
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Chapter 1: Introduction to Banking, Organization, Contracts and Laws12 Topics
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Topic 1: Contracts and Laws
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Topic 2: Sea of Contracts
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Topic 3: What is your Status or Position in the Contract?
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Topic 4: Types of Contracts and Businesses
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Topic 5: What is an Annuitant?
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Topic 6: Personal Information Banks PIBs
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Topic 7: How is the Government structured?
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Topic 8: Birth Certificate and it's Value Creation
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Topic 9: Disadvantages of Government Contracts
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Topic 10: What are Your Rights to Contract
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Topic 11: How Do You Make A Claim?
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Topic 12: Review
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Topic 1: Contracts and Laws
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Chapter 2: Unincorporated Associations, PMA's, Tax Exemptions19 Topics
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Topic 13: What is a PMA?
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Topic 14: Knowing the Rights & Benefits of a PMA
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Topic 15: What's Next
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Topic 16: Styles of Business, Registering Vs. NOT Registering
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Topic 17: PMA's, Unincorporated or Incorporated?
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Topic 18: Is the PMA acting under its purpose?
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Topic 19: PMA as a Social Enterprise
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Topic 20: Administrative and Operational Structures can create benefits as a simple solution
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Topic 21: Potential Consequences: Registering Vs. NOT Registering
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Topic 22: What is the Solution?
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Topic 23: Security & the Estate
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Topic 24: Administrative Set up of a PMA
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Topic 25: Income Tax Exemptions
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Topic 26: Bank Account for Tax Exempt Entity
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Topic 27: The Operational Set ups of PMAs
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Topic 28: What does a Public Notice do?
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Topic 29: Securing the PERSON aka The Estate
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Topic 30: Review
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Topic 31: Visual Examples of the Registered Clients & Public Vs. Private
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Topic 13: What is a PMA?
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Chapter 3: Getting your Tax Exempt Entities9 Topics
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Topic 33: Overview of Law Jurisdictions
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Topic 34: The Evolution of Canada not being a Country
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Topic 35: Clearfield Doctrine
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Topic 36: What Lawyers Say about Un-Incorporations
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Topic 37: What Cornell University Lawyers have to say about Un-incorporations & USA Contract Statute
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Topic 38: AMERICA: Getting Your Foreign Grantor EIN Entities
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Topic 39: AUSTRALIA: Getting your ABN for your Unincorporated Association
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Topic 40: FOR CANADA - Call CRA and get clear on name & addy details on file
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Topic 41: CANADA: Getting your Registered Client | Entities
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Topic 33: Overview of Law Jurisdictions
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Chapter 4: Reviewing Benefits of the Entities and a Guest Speaker on his Entities2 Topics
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Chapter 5: Live Life Claim and Shopping LIst2 Topics
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Chapter 6: Document Set Review and Trust conversations17 Topics
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Topic 46: Overview of Program Structure
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Topic 47: Overview of Document sets we are about to walk through
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Topic 48: Review of Documents You have created so far
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Topic 49: Visual of the Trust and UA and what relationships are involved with a trust
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Topic 50: What are Trusts?
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Topic 51: What is a Constructive Trust?
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Topic 52: What is an Irrevocable Trust?
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Topic 53: Why would I want to set up an Irrevocable Trust?
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Topic 54: What is a Grantor?
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Topic 55: Can you play different roles in Trusts?
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Topic 56: Can you be both a Grantor and another role in the trust?
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Topic 57: What is the job of the Trustee?
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Topic 58: What is an Express Trust?
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Topic 59: What is a Resulting Trust?
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Topic 60: What is an Implied Trusts and types (Constructive & Resulting)?
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Topic 61: What is Beneficial Interest of a Trust?
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Topic 62: Everything is about creating trusts and contracting
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Topic 46: Overview of Program Structure
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Chapter 7: The Trust Indenture Articles17 Topics
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Topic 63: Declaration of Trust/ Trust Indenture
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Topic 64: Article 1, Definitions
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Topic 65: Article 2, Preamble
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Topic 66: Read & Know YOUR documents
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Topic 67: Filling out the Trust Indenture
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Topic 68: Adding Property like your offspring to the Trust
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Topic 69: Witnesses to the Trust conveyance / Fidelity Ceremony
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Topic 70: Lawful & LEGAL consideration for the Trust
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Topic 71: Article 3- Intention
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Topic 72: Article 4- Rights
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Topic 73: Article 5 - The Purpose of the Trust
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Topic 74: Article 6 - Trust Property
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Topic 75: Article 8- Trustees Administrative Powers
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Topic 76: Article 9 - Trustee Indemnification
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Topic 77: Article 10 - Irrevocability & Article 11 - Situs
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Topic 78: Article 12 - Acknowledgment
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Review of the trust indenture
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Topic 63: Declaration of Trust/ Trust Indenture
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Chapter 8: Trust Documents11 Topics
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Topic 79: On the Bank Accounts
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Topic 80: Power of Attorney
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Topic 81: Indemnity Bond
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Topic 82: Security Agreement
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Topic 83: Public Disputes
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Topic 84: Subordination of Debtor's Debts
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Topic 85: This Whole Global game is about Banking, Commerce and Contracts
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Topic 86: The Beneficiary working WITH the Treasury to Audit the Accounts, aka W4 sandwich
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Topic 87: Visuals of the Accounts on the Private Side of the Ledger
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Topic 88: Schedule A
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Topic 89: Schedule B
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Topic 79: On the Bank Accounts
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Chapter 9: UA Documents: Minutes of The Meeting & Guest Speakers17 Topics
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Topic 90: Review of the "Agreement" Documents
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Topic 91: The iterations of your All Caps Name
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Topic 92: Minutes of the meetings
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Topic 93: Marketing & Advertising Strategies in the Minutes
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Topic 94: Let's finish up the Minutes of the meeting and review
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Topic 95: Minutes of the meeting- Article 1: Attendance
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Topic 96: Minutes of the meeting- Article 2: Administrative Amendments
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Topic 97: Minutes of the meeting- Article 3: Association Agenda
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Topic 98: Minutes of the meeting- Article 4: Operations
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Topic 99: Minutes of the meeting- Article 5: Holding Companies & Banking
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Topic 100: Minutes of the meeting- Article 6: Currently Held Assets
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Topic 101: Minutes of the meeting- Article 7: Intellectual Property
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Topic 102: Minutes of the meeting- Article 8: Marketing & Community Engagement
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Topic 103: Minutes of the meeting- Article 9: Next Meeting and Acknowledgement
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Topic 104: Quick review of the minutes
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Topic 105: Guest Speaker-CRA Issues before Registered Clients- Devon
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Topic 106: Guest speaker #2: Ali
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Topic 90: Review of the "Agreement" Documents
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Chapter 10: UA Documents: Constitution & Bylaws12 Topics
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Topic 107: Constitution
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Topic 108: Member examples of customized Constitutions
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Topic 109: Setting up Payment providers -merchant systems to your accounts
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Topic 110: Guest Chris | Some property challenges
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Topic 111: Guest Chris | Business Problems Solved
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Topic 112: Bylaws
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Topic 113: Bylaws | Article 1 & 2 | Offices & Board of Trustees (BOT) Section 1-6
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Topic 114: Bylaws | Article 3 | Committees Section 7-13
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Topic 115: Bylaws | Article 4 | Administrators Section 14-25
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Topic 116: Bylaws | Article 5 | Miscellaneous Section 26-31
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Topic 117: Bylaws | Article 6 | Notices Section 32
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Topic 118: Bylaws | Article 7 | Amendments Section 33
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Topic 107: Constitution
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Chapter 11: UA Documents: Notices & Membership Waiver5 Topics
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Chapter 12: Benevolence in Business, Endorsements, Processor Server8 Topics
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Topic 124: What is Benevolence in your Business?
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Topic 125: Rules of Signatures granting the trust by Christian Walters
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Topic 126: Financing Statements
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Topic 127: What does a Process Server Do?
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Topic 128: Elaborating on the documents going to the Process Server
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Topic 129: Some documents are legal size and some letter size
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Topic 130: Enforcing trust property- Example a bank account
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Topic 131: A little on the W4 Audit process
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Topic 124: What is Benevolence in your Business?
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Chapter 13: Financing Statements & Creating Your List for UCC and PPSR filing2 Topics
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Chapter 14: Chapter 14: Financing Statements Review, Business Operations, Process Server Preparation13 Topics
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Topic 134: Review on Financing Statements, Etc
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Topic 135: Alberta.ca- Personal Property Liens
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Topic 136: The Financing Statement Form- PPSA Security Agreement
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Topic 137: Filling out the Form Example
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Topic 137a: PPSR Filing for British Columbia
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Topic 138: Form #2- Attachment Order Financing Statement
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Topic 139: Questions about filling out the Financing Statement
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Topic 140: Managing the Accounts
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Topic 141: What is a payment processor?
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Topic 142: Question about Assigner & Agricultural lean
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Topic 143: Angela's UCC Financing Statement Example & Step by Step walk through
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Topic 144: Step-by-step Instructions for Process Server logistics
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Topic 145: Remember to Squash Overwhelm
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Topic 134: Review on Financing Statements, Etc
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Chapter 15: Dealing with Banks & Real World Experiences12 Topics
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Topic 147: Review- Bank Coaching Tips
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Topic 148: Angela's First Experience with the Bank
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Topic 149: First Guest Speaker: Francisco
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Topic 150: Q&A with Fransisco
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Topic 151: Guest Speaker: Nathan
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Topic 152: Q&A with Nathan
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Topic 153: Short story of a Banking experience as an Advisor for a Client
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Topic 154: Third Guest Speaker: Ali
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Topic 155: Guest Speaker Ali: Tips and Advice
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Topic 156: Last Guest Speaker: Ato
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Topic 157: Question Period
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158: Bonus Topic: Voucher/ Traffic Ticket information
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Topic 147: Review- Bank Coaching Tips
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Chapter 16: Course Review30 Topics
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Topic 159: Why banking is the major component of this course and why banking is actually just about contracts
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Topic 160: The system of Government that we happen to be in an Implied Relationship with
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Topic 161: The landscape of this Government Contract that we've entered into
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Topic 162: N A I C S codes website -North American Industry Classification System
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Topic 163: PIBs in government Civil Structures
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Topic 164: What are these Contracts we enter into?
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Topic 165: Benefits & Privileges of these Contracts & Disadvantages
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Topic 166: Your Rights to the Contract
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Topic 167: Visiting your current location in the Sea of Commerce
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Topic 168: Salvage Claims
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Topic 169: Administrative Protection - Foundational Documents
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Topic 170: PMAs & Securing the Estate
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Topic 171: Security and the Estate for the Legal Person
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Topic 172: Administrative Set Up: PMA
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Topic 173: Un-INC Vs PMA
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Topic 174: Where do we get this Un-incorporation?
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Topic 175: Commercial use of a Un-Incorporation
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Topic 176: Function of the Registered Client -Trust/Other
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Topic 177: Example of a Registered Client
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Topic 178: Review on KYT Protocol or Procedure
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Topic 179: Discovering the Annuities in the Contract
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Topic 180: The Trust is an Agreement between the two parties, Trust & Association/Society
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Topic 181: Minutes of the Meetings, POA, Indemnity Bond
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Topic 182: Review of the Constitution
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Topic 183: Review of Bylaws
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Topic 184: Review Waivers, Notices & Notices to Agents
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Topic 185: Review Endorsements & Financing Statements
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Topic 186: Review on Managing the Accounts (Bank Accounts)
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Topic 187: Review on Getting a PPSR account
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Topic 188: Review on Bank Coaching, Tips & Scenarios
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Topic 159: Why banking is the major component of this course and why banking is actually just about contracts
Lesson 8 of 17
In Progress
Chapter 7: The Trust Indenture Articles
Chapter 7 Overview:
This chapter focuses on knowing and understanding your trust documents, filling them out accurately and adding property into the trust accordingly. The trust documents are explained in full detail.
- Topic 63: Declaration of Trust
- Topic 64: Article 1: Definitions
- Topic 65: Article 2: Preamble
- Topic: 66 Read & Know YOUR documents
- Topic 67: Filling out the Trust Indenture
- Topic 68: Adding property like your offspring to the Trust
- Topic 69: Witnesses to the Trust conveyance / Fidelity Ceremony
- Topic 70:Lawful and LEGAL consideration for the Trust
- Topic 71: Article 3 – Intention
- Topic 72: Article 4 – Rights
- Topic 73: Article 5 – The purpose of the Trust
- Topic 74: Article 6 – Trust Property
- Topic 75: Article 8: Trustees Administrative Powers
- Topic 76: Article 9 – Trustee Indemnification
- Topic 77: Article 10 – Irrevocability & Article 11 – Situs
- Topic 78: Article 12 – Acknowledgment
- Topic 79: Review of Declaration of Trust and Indenture
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