Join the Private Trustee CircleThe Premier Learning Series for Elite Private Trust ManagementUnlock the full spectrum of private trustee knowledge with our 8-part Trustee Education Series — taught inside our exclusive Private Trustee Circle, a guided class series designed to empower you with the tools, documents, and mindset to serve lawfully, confidently, and profitably as a private trustee. |
Volume 1: The Trustee HandbookFoundations of private trust management—roles, duties, structure, authority, and public vs. private distinctions. Volume 2: Advanced TrustsLayered trust systems, jurisdictional planning, contract trust organizations, and fiduciary strategy. Volume 3: Trust Accounting 101Ledger management, reconciliations, trustee resolutions, statements, and fiduciary duties. Volume 4: Succession PlanningContinuity planning, successor trustee appointment, heir transition, and documentation strategies. Volume 5: Beneficiary CommunicationManaging difficult beneficiaries, private dispute resolution, and maintaining estate remedy. Volume 6: Trust Tax ReportingGrantor vs. non-grantor trusts, Form 1041, K-1s, 1099s, and trustee tax obligations. Volume 7: Trustee Powers & LimitationsOperating lawfully within authority — enforcement mechanisms, limits, and risk avoidance. Volume 8: Trust Contracts & DealingsPrivate contract formation, asset acquisition, partnerships, and commercial trust operations. |