Course Description:
Provides in-depth exploration of trust law, focuisng on principles, applications, and practical
implications in both personal and professional contexts. Individuals will learn the essential
elements of a trust, including roles and responsibilities of trustees, beneficiaries,
Learning Outcome:
Understand fundamental trust principles
Identify and describe the roles of all parties involved in a trust
Gain proficiency about trust creation, administration, and terminiation
Learn how to Fund trust
Format: Lectures, All Online
Course Title: Federal Taxation Forms (Specifically 1041, 8832, 8822-B, 843, 4852, SS-4)
Course Description:
Offers comprehensive principles and structure of federal income taxation in the United States.
The course explores the foundational concepts of income, deductions, exculusions and credits.
Learning Outcome:
Understand key components to the Federal Income System
Develop fundamental skill necessary to complete tax forms
Analyze and apply tax rules (Internal Revenue Manual)
Apply related tax rules for income, deductions, and credits
Format: Lecture, All Online
Course Title: UCC Business Course
(Securing and Leveraging Your Business Assets)
Course Description:
To enlighten business owners, trustees, and entreprenuers how to understand and UCC law and
structure filings correctly.
Learning Outcome:
Be knowledgeable to the purpose and structure of the Uniform Commerical Code and its role in business law
Identify Key articles of the UCC (especially Article 9)
Define Critical terms as secured party (not secured party creditor)
Distinguish between common law and commerical law.
Format: Lecture, All Online
Homework and Assessments
Reading assignments
Drafting of Estate Planning Documents (after the first six months is finished).
Will have group Q&A weekly (monthly)
Access to instructors’ calendar for one-on-one meetings (weekly appts)
Refund/Cancellation Policy
NO REFUNDS, NO EXCEPTIONS!!!!
Recordings will be available six hours after class!!!!!
This course introduces the role of a Private Banker and emphasizes the importance of holistic wealth management advice. Get an overview of the knowledge and skills Private Bankers need to be successful. After completing the course, you will be able to: define private banking, and explain the benefits of private banking. Navigate the DTCC (Depository Trust and Clearing Corporation) which has a learning center to set up your own trust company. LEI/GMEI Numbers, CUSIP Numbers
