Christina Ivette – The Wealthy Trustee
Introducing Christina Ivette’s The Wealthy Trustee Course, a comprehensive course designed to guide you through establishing and managing a trusted entity.
This program offers a unique blend of practical strategies, step-by-step guidance, and exclusive resources that will equip you with the skills to protect your assets, create generational wealth, and live tax-free.
The Wealthy Trustee course is structured around ten key modules, each focusing on a crucial aspect of trust management:
- What is a Trust Entity? (Module 1): This module introduces you to a trust entity, a three-party contract between a grantor, trustee, and beneficiary. You’ll learn how this living, breathing entity can do everything a human can.
- Asset Protection (Module 2): Here, you’ll delve into the world of asset protection. You’ll learn about business and family trusts and how to protect your assets from judgments, liens, foreclosures, divorce, lawsuits, heavy taxation, and probate.
- Generational Wealth (Module 3): This module focuses on creating generational wealth. You’ll learn how to create a UTMA custodial account and an index universal life insurance policy for your children, ensuring they have their assets.
- How to Transfer Asset Ownership into Trust (Module 4): Discover how to do a quit claim deed to transfer ownership from your name to your family trust, ensuring your assets are protected.
- How to Establish a Non-Profit (Module 5): Learn how to build an empire as a non-profit trust entity and establish tier 1, tier 2, tier 3, and tier 4 corporate credit for your non-profit business.
- Tax Exempt Status as a 508 C1A Trust (Module 6): Live tax-free by establishing a legal 508 c1a trust. You’ll learn how to become tax-exempt by law and never have to report taxes again.
- EIN Application & Amendments (Module 7): This module will guide you through applying for an EIN for your trust entity and how to amend your trust if you buy or sell assets.
- How to Invest Trust Funds (Module 8): Learn how to invest your trust funds into assets like stocks, real estate, crypto, and insurance policies, ensuring your wealth grows.
- Business Structure (Module 9): Discover what a holding company is, how to have entities own other entities, what a limited liability company is and how to create one.
- Private Family Banking (Module 10): This final module covers creating a family mission statement, family rituals, a family governance system, and how to set up private family banking.
Christina Ivette’s The Wealthy Trustee offers a comprehensive and practical approach to establishing and managing a trusted entity.
With its unique blend of practical strategies, step-by-step guidance, and exclusive resources, this course will equip you with the skills to protect your assets, create generational wealth, and live tax-free.
Enrol today and take the first step towards becoming a wealthy trustee