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Trustee Training

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  1. LIVE Q&A Call Recordings
  2. Trustee Training Introduction
  3. The Trustee
  4. Ownership
  5. Trustee | Ownership Do's and Don'ts
  6. Trustee Compensation
  7. Trustee's Reimbursement of Expenses
  8. Trustee Powers and Delegation
  9. Trustee Powers and Delegations
  10. Leasing, Law suits, Contracts
  11. Duties to Beneficiaries and Office
  12. Accounting
  13. Trustee Management - Steps to Securing Property
  14. Trustee Management - Care and Custody
  15. Trustee Management - Conversion
  16. Management of Funds - Distribution
  17. Management of Funds - Investments
  18. Trustee Liabilities - to Strangers
  19. Trustee Liabilities - to Beneficiaries
  20. Self Assessment
  1. Trustee Training
  2. LIVE Q&A Call Recordings
Lesson 1 of 20
In Progress

LIVE Q&A Call Recordings

LIVE Q&A Trustee Training Call #1

00:00 Introduction and Disclaimer
00:58 Gratitude and Acknowledgements
04:37 Course Overview and Participant Introductions
07:35 Participant Questions and Discussions
15:43 Trust and Banking Details
20:27 Technical Issues and Solutions
41:56 Final Thoughts and Encouragement
43:31 Addressing Amy's Question
43:43 Learning from Experience
44:34 Trust and Corporation Setup
46:56 Security Agreement and Corporation Maintenance
49:42 IRS and Profit Generation Concerns
52:24 Revocable vs. Irrevocable Trusts
58:36 Managing a Pure Trust
01:08:40 Setting Up Bank Accounts for Trusts
01:14:08 Sales Tax and Trusts
01:18:46 Land Patents and Property Tax in Canada
01:22:16 Conclusion and Next Steps

LIVE Q&A Trustee Training Call #2

00:00 Introduction and Legal Disclaimer
00:29 Trustee Training Overview
01:05 Participant Interaction and Q&A Setup
03:10 Understanding Trust Structures and Taxation
08:49 Living from Trust: Practical Insights
22:19 Crypto and Capital Gains Discussion
27:34 Market Fluctuations and Crypto Trading
28:23 Trusts and Tax Implications
28:38 Understanding Monero and Privacy in Crypto
29:40 Trust Boundaries and Legal Considerations
31:32 Equity and Common Law in Trusts
35:51 Practical Aspects of Trust Management
41:51 AI in Trust Management
45:44 Beneficiary Changes and Trust Updates
48:42 Final Q&A and Closing Remarks

CALL #3 TRUSTEE TRAINING

TRUSTEE TRAINING CALL #3

 

00:00 Introduction and Housekeeping
00:38 Personal Stories and Introductions
01:17 Trustee Training Overview
03:00 Q&A Session Begins
04:32 Discussion on Historical Trust Documents
07:19 Responsibilities of a Trustee
12:30 Land Patents and Trusts
22:38 Managing Trust Property
27:28 Trust and Private Trusts Discussion
28:03 Clarifying Trust Structures and Transactions
28:28 Confusion and Clarifications on Leasing and Transactions
30:04 Sole Proprietorship and Trust Transactions
31:55 Transitioning Business to Trust and UA
37:02 Setting Up a Private Membership Association (PMA)
39:57 Addressing Rental Property Issues
45:48 Final Q&A and Closing Remarks

TRUSTEE TRAINING CALL #4