Members-Only Self-Paced Course • $149 Registration Private Trustee Education Series8-Volume Self-Paced Trustee Training The Private Trustee Education Series is structured to train trustees to operate with clarity, discipline, and lawful capacity in private trust administration. Each volume builds practical trustee competence—covering authority, records, accounting, succession, beneficiary management, reporting literacy, and commercial dealings— so you can administer a trust cleanly, consistently, and professionally.
Course Access:
This class is available to active paid members only. Once registered, members receive access to the private course vault containing the replay videos and member eBook library. Volume 1: The Trustee HandbookFoundations of private trust management, trustee role, duties, authority, and administrative posture. Volume 2: Advanced TrustsTrust structures, jurisdictions, layered systems, fiduciary strategy, and private administrative planning. Volume 3: Trust Accounting 101Ledgers, recordkeeping, reconciliations, statements, trustee resolutions, and fiduciary accounting discipline. Volume 4: Succession PlanningContinuity, successor trustee appointments, beneficiary transitions, and private documentation control. Volume 5: Beneficiary CommunicationTrustee communication, conflict prevention, beneficiary disputes, and private administrative remedy. Volume 6: Trust Tax Reporting LiteracyTrust classification, reporting awareness, Form 1041 concepts, K-1s, 1099s, and trustee obligations. Volume 7: Trustee Powers & LimitationsScope of authority, lawful control, enforcement boundaries, and operating within the governing instrument. Volume 8: Trust Contracts & Commercial DealingsPrivate contracts, commercial interactions, asset acquisition concepts, agreements, and trustee dealings. Ready to Continue Your Private Education?
Join the platform as a paid member, then register for the Private Trustee Education Series for $149. |
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