Total Asset Protection Course
Estate Planning and Asset Protection using Trusts – February 2022 – $4,997
In this 2-day weekend you will learn:
How to integrate your financial world – business, personal, and asset protection – (estate planning and retirement acceleration)
- Total Asset Protection – Learn how to avoid frivolous lawsuits, dreaded death taxes, confusing conflicting advice from different siloed advisors, and the hassle and expense of public exposing probate. Build your wealth castle like a fortress…with a drawbridge…and a moat…and crocodiles to make it close to impossible to have your hard-earned money disappear from something preventable.
- In this course you will learn:
- Learn the three types of trusts that you may ever need and how to set them up yourselves
- Learn the 22 benefits of trusts – including privacy (which LLC’s may not provide in the future)
- Learn how to create a comprehensive estate plan that avoids probate
- Learn how lawsuits work and how to become very hard to be sued, even stop lawsuits from beginning through naming techniques
- Learn how trust works and who the players are
- We will go sentence-by-sentence of two different types of trusts, so you understand them completely
- Learn about ‘subject-to’ and why you can move a property into a land trust and not have the note accelerated
- Learn how to become a Trustee
- Learn about other types of trusts for more advance estate and tax planning
- We will have you set up a trust for a bank account during class – one that you will be able to use with your bank
- In this course you will learn: