Private Trustee Education Series8 Volumes 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. Volume 1: The Trustee Handbook: Foundations of Private Trust ManagementIntroduces key roles, duties, trust structure, authority, and private vs. public distinctions. Volume 2: Advanced Trusts: Structures, Jurisdictions & Fiduciary StrategyExplores layered trust systems, contract trust organizations, jurisdictional planning, and advanced fiduciary strategy. Volume 3: Trust Accounting 101: Managing the Books of a Private TrustFocuses on ledgers, recordkeeping, reconciling, statements, trustee resolutions, and fiduciary duties. Volume 4: Succession Planning for the Private TrustCovers continuity, appointment of successor trustees, beneficiary transitions, and documentation. Volume 5: Beneficiary Communication & Conflict ResolutionTeaches trustees how to handle difficult beneficiaries, resolve disputes, and maintain private remedy. Volume 6: Understanding Trust Tax Reporting & Trustee ObligationsExplains trust classification (grantor vs. non-grantor), Form 1041, K-1s, 1099s, and tax-exempt trusts. Volume 7: Trustee Powers & Limitations: Operating Lawfully Within AuthorityDefines scope of power, enforcement mechanisms, remedy vs. overreach, and maintaining lawful control. Volume 8: Trust Contracts & Commercial DealingsHow trustees engage in private contracts, commercial remedies, asset acquisition, and partnerships. |