How to Start a Trust

Categories: Business
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About Course

The Trust Establishment and Administration Mastery course is designed for individuals seeking a comprehensive understanding of the process involved in starting and managing a trust. Participants will explore the intricacies of trust formation, legal considerations, and effective trust administration strategies for both personal and business purposes.

What Will You Learn?

  • Understanding the concept and types of trusts
  • Legal and regulatory considerations in trust formation
  • Identifying the parties involved in a trust
  • Drafting a trust document and defining its terms
  • Funding a trust: assets and property transfers
  • Roles and responsibilities of trustees and beneficiaries
  • Tax implications of trust establishment and administration
  • Effective trust administration and ongoing management

Course Content

Section 1: Overview of Trust Mastery

  • Overview
  • Lesson 1: Introduction to Trusts and Entities
  • Lesson 2: Understanding LLCs and Corporations
  • Lesson 3: Benefits of Using an LLC for a Trust
  • Lesson 4: Benefits of Using a Corporation for a Trust

Section 2: Setting Up a Trust with an LLC

Section 3: Setting Up a Trust with a Corporation

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