Course Description:
The courses in this program are designed to give you a broad view of the key functions at
the heart of any organization so you can make better decisions and accelerate your growth
as a Business. You’ll come away with a strong foundational understanding of business that
you can apply to your work, whether starting your career, changing your current career, or
even creating a new one.
The first six months are focusing on the educational curriculum, and the second six
months are drafting your business trust documents, recording your documents,
conditional accepting our bills, and the litigation process.
This course’s format is online, Instructor-led, and extremely interactive.
The courses in this academy pertain to the Cestui Que Vie Trust.
Courses are as follows:
1. Trust Law
A trust is created to protect assets, tangible and intangible.
After completing this course, you will be able to read and understand estates and trust
statutes and common law. Comprehend trust and estate terminology. Describe the estate
administration process, trusts, their nature, creation, modification, and termination; rights
of beneficiaries; express, resulting, and how different trusts work. You’ll understand how
the government created the Cestui Que Vie Trust to seek remedy.
2. Contract Law
Contracts can make or break a business. Successfully preparing and interpreting a contract
allows both parties to clearly define expectations under the protection of the law.
Throughout the courses, you’ll have the opportunity to spend time breaking down the
different types of laws, procedures, and elements that make up contracts, as well as
investigate strategies to mitigate risk and minimize consequences if a contract is breached.
You will also demystify legal jargon relating to contract law in
order to enhance collaboration between businesspeople and their counsel. By the end of
this program, you will have gained a set of tools that will enable you to create and manage
contracts in your business confidently and effectively and be more active and informed.
3. Securities Industry
Securities regulation — the law of capital markets — is complex because the marketplace is
constantly changing, with new instruments to raise capital, novel ways to market and sell
securities, and evolving responsibilities to investors. Anyone whose work involves making or
managing investments or raising capital for their organization needs a solid grounding in the
types of instruments that may be considered securities and how the issuing, selling, and
trading of these assets is regulated.
This program will equip you to better understand and work within this complex and
important area of finance and regulation, and to gauge the potential risks, liabilities, and
protections involved with securities in their many forms. You will begin with an exploration
of regulations around issuing, offering, and selling securities, homing in on the U.S.
Securities and Exchange Commission (SEC) registration process and exemptions from
registration. While exploring what constitutes a security in the U.S. markets, you’ll discover
the implications of defining a security and what regulations come into play. You will then
examine the securities underwriting process and key steps in drafting, filing, and “going
effective” on an SEC registration statement. Lastly, you will become familiar with liabilities
that can arise under federal securities laws.
By the end of this program, you will have gained the practical knowledge to more
confidently navigate the laws and regulations that affect securities and the capital-raising
process.
4.Admiralty Law
This course is designed to provide an overview of Federal Admiralty law and its unique role in the U.S. legal system. Students will learn about the various sub-disciplines in the maritime law industry and become familiar with terminology particular to admiralty practice. Students will acquire the basic knowledge necessary to spot issues arising in an admiralty law case and the ability to analyze those issues consistent with a junior associate
at a maritime law firm. The course involves an analysis of the nature and scope of admiralty jurisdiction of federal and state courts. Admiralty cases often arise out of international shipping transactions which may pose such issues as choice of national law, enforceability of foreign forum clauses in bills of lading, and availability of U.S. admiralty law.
5. Finance Industry-
At the heart of any business is the ability to track, invest, and manage money. Without the
ability to do these three things successfully and honestly, a business will not survive, no
matter how good their product or service is. A clear understanding of how money flows into
and out of an organization allows us to attract investors, identify investment opportunities,
decide with what organizations to form relationships or partnerships with, and even
manage your own personal finances.
In this course, you will examine the different roles of accounting and finance and how each
influences a business. You will analyze the financial documents used by accounting and
finance in all businesses: the income statement and the balance sheet. Understanding the
numbers on these documents will allow you to interpret financial information to inform
decision-making in numerous personal and professional capacities.
6. Private Banking
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.
7. Taxes of Estate and Trust
This course will go through what should be considered in understanding how trusts and
estates are taxed, listen at a line-by-line explanation of Form 1041, and work through
several problems illustrating how Form 1041 should be completed in various situations for
different taxpayers. EIN for identification of your trust.
Material(s) Needed:
1. Scholars will need to come with an OPEN MIND!!!
2. The advisor provides all reading materials for the course.
3. Access to a printer
4. All Templates provided by the advisor.
5. Certified Birth Certificate
6. A bill
7. Access to a computer
8. 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!!!!!

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