{"id":361,"date":"2023-07-06T01:22:38","date_gmt":"2023-07-06T01:22:38","guid":{"rendered":"https:\/\/tamara.designutions.com\/?page_id=361"},"modified":"2025-12-10T01:13:09","modified_gmt":"2025-12-10T06:13:09","slug":"course-description","status":"publish","type":"page","link":"https:\/\/tamara.designutions.com\/index.php\/course-description\/","title":{"rendered":"Course Description"},"content":{"rendered":"\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t
\n\t\t\t
<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

Course Structure:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

Duration: One Year
\nMonday -Wednesday, 4 pm-7 pm Central time zone.
\nThe cost of this course is $1,300\/ yearly membership.\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

Thirty Minute (30 mins) consultation is $75
\nOne-hour (1 hour) consultation $150\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t
\n\t\t\t
<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
\n\t\t\t\t\t\t\t
<\/div>\n\t\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t
<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t
\n\t\t\t
<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

Course Description<\/span><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

Courses are as follows:<\/span><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

Course Title: Foundations of Trust Law<\/span><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t


Course Description:
<\/b>\nProvides in-depth exploration of trust law, focuisng on principles, applications, and practical\nimplications in both personal and professional contexts. Individuals will learn the essential\nelements of a trust, including roles and responsibilities of trustees, beneficiaries, \n

\n\nLearning Outcome:
<\/b>\n\uf0b7 Understand fundamental trust principles\n
\n\uf0b7 Identify and describe the roles of all parties involved in a trust\n
\n\uf0b7 Gain proficiency about trust creation, administration, and terminiation\n
\n\uf0b7 Learn how to Fund trust\n

\n\nFormat:<\/b> Lectures, All Online<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t



Course Title: Federal Taxation Forms <\/span>
(Specifically 1041, 8832, 8822-B, 843, 4852, SS-4)<\/i><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t



Course Description: <\/b>
\nOffers comprehensive principles and structure of federal income taxation in the United States.\nThe course explores the foundational concepts of income, deductions, exculusions and credits.\n

\n\nLearning Outcome:<\/b>\n
\n\uf0b7 Understand key components to the Federal Income System\n
\n\uf0b7 Develop fundamental skill necessary to complete tax forms\n
\n\uf0b7 Analyze and apply tax rules (Internal Revenue Manual)\n
\n\uf0b7 Apply related tax rules for income, deductions, and credits\n

\nFormat:<\/b> Lecture, All Online<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t



\nCourse Title: UCC Business Course <\/span>
\n(Securing and Leveraging Your Business Assets<\/i>)<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t


\nCourse Description:<\/b>
\nTo enlighten business owners, trustees, and entreprenuers how to understand and UCC law and\nstructure filings correctly.\n

\n\nLearning Outcome: <\/b>
\n\uf0b7 Be knowledgeable to the purpose and structure of the Uniform Commerical Code and its role in business law\n
\n\uf0b7 Identify Key articles of the UCC (especially Article 9)\n
\n\uf0b7 Define Critical terms as secured party (not secured party creditor)\n
\n\uf0b7 Distinguish between common law and commerical law.\n

\n\nFormat: <\/b>Lecture, All Online<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t


\nHomework and Assessments<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

Reading assignments <\/span><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

Drafting of Estate Planning Documents (after the first six months is finished).
\nWill have group Q&A weekly (monthly)
\nAccess to instructors\u2019 calendar for one-on-one meetings (weekly appts)\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

Refund\/Cancellation Policy <\/span><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

NO REFUNDS, NO EXCEPTIONS!!!!
\nRecordings will be available six hours after class!!!!!\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t
\n\t\t\t
<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

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<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Course Structure: Duration: One Year Monday -Wednesday, 4 pm-7 pm Central time zone. The cost of this course is $1,300\/ yearly membership. Thirty Minute (30 mins) consultation is $75 One-hour (1 hour) consultation $150 Course Description Courses are as follows: Course Title: Foundations of Trust Law Course Description: Provides in-depth exploration of trust law, focuisng […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"no-sidebar","site-content-layout":"page-builder","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"class_list":["post-361","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/tamara.designutions.com\/index.php\/wp-json\/wp\/v2\/pages\/361","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tamara.designutions.com\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/tamara.designutions.com\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/tamara.designutions.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/tamara.designutions.com\/index.php\/wp-json\/wp\/v2\/comments?post=361"}],"version-history":[{"count":19,"href":"https:\/\/tamara.designutions.com\/index.php\/wp-json\/wp\/v2\/pages\/361\/revisions"}],"predecessor-version":[{"id":1263,"href":"https:\/\/tamara.designutions.com\/index.php\/wp-json\/wp\/v2\/pages\/361\/revisions\/1263"}],"wp:attachment":[{"href":"https:\/\/tamara.designutions.com\/index.php\/wp-json\/wp\/v2\/media?parent=361"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}