✨ The Importance of PRIVATE Trust OPERATIONS ✨
Overview
As you may already know life can be unpredictable and there is that saying of you stay ready you never have to get ready.
We will be hosting a session focused on PRIVATE TRUST OPERATIONS.
Sunday, December 7, at 6:00 PM EST.
You will Activate Your Trust, Learn how to get your Bank Account Setup + Embodying the key to Operate as a powerful Trustee.
If you already completed your Revocable Trust and Foundations of Trust courses—
but still haven’t opened your Trust Bank Account?
This workshop is designed specifically for you.
In this activation session, you’ll learn how to properly organize your trust documents, present them to the bank, and operate your trust with confidence. We walk you through the core components every trustee MUST innerstand:
How to prove the trust exists without exposing private details
Trustee Acceptance + how to show your authority
What makes your trust private, spiritual, and non-statutory
Successor Trustee instructions (what happens if you can no longer serve)
Accepting property, donations, and ecclesiastical income
Assigning asset use to a PMA while keeping the trust as 100% owner
Opening your Trust Bank Account with the correct documents
Code of Conduct for trustees and how to stay in your jurisdiction
You’ll also learn how to document every major action through resolutions, including:
✓ Accept Assignment of Property
✓ Open Bank Account
✓ Accept 1099 Income
✓ Reaffirm Ecclesiastical Jurisdiction
By the end, you’ll innerstand:
• The difference between ownership vs authorized use
• When to issue resolutions
• How to protect the trust from public assumptions
• How to create a clean legal trail inside your Trust Book
This class will help you finally activate your trust, stay private, stay organized, and walk confidently in your trustee role.We will conclude with a brief Q & A. We look forward to seeing you there.
👑 Speakers: Minister Dionne & Minister Samantha
There will be NO REFUNDS. All comunications will be through EVENTBRITE and cosmicschooloftrust@gmail.com with the email you signed up with. Please check you space following you investment.
Good to know
Highlights
- 1 hour
- Online
Refund Policy
Location
Online event
Organized by
✨Minister Dionne ✨
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