Diplomat Ambassador Program

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Trust Creation Course

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Trust Creation Course

Trusts, a tool historically used by the world’s wealthiest families, are not just for the Rockefeller’s and Carnegie’s of the world. We aim to de-mistify the process of creating and managing trusts, making these strategies accessible to everyone.

Our workshops delve into the intricacies of operating a trust, emphasizing practical management over mere legal formalities. By the end of this course, you will be equipped to set up a trust AND manage it efficiently, ensuring the preservation and growth of wealth across generations.

The IRS code and legal frameworks support these practices, and we’re here to guide you every step of the way. Join us in reclaiming the lost art of wealth transfer and management!

To enroll visit: https://1776live.kit.com/trust

Overview

  • The Basics
    • Understand the foundational elements of contracts and what constitutes a valid trust.
  • Trust Creation
    • Learn to establish a trust that can be replicated for future endeavors.
  • Roles Within the Trust
    • Explore the roles of grantor/settlor, trustees, and beneficiaries, and how they interact within the trust.
  • Applying for the Correct EIN
    • Step-by-step guidance on obtaining an Employer Identification Number (EIN) from the IRS.
  • Opening a Bank Account for the Trust
    • Navigate the process of setting up a bank account tailored for trust management.
  • 1041 Trust Tax Returns Made Easy
    • Learn the straightforward process for preparing and filing Trust tax returns.
  • Managing and Operating Out of Your Trust
    • Gain insight into the day-to-day operations and management of a trust to ensure its success.
  • Weekly Workshops/Study Halls
    • Engage in interactive sessions to deepen your understanding and address any questions as well as map your trust structure.

Duration

  • 16 – 18 weeks of immersive learning.
  • LIVE Weekly Meetings:

Weekly Trust meetings/lessons are Tuesday’s 4 – 6p PST.

If there is a 5th Wednesday in a month we take that off.


Study Hall/Workshops: Friday’s 10a – noon PST & 2p – 4p PST; Saturday 2:30p PST

Honorarium

$10,000.00 gift to participate in this program.

$12,500.00 gift to participate in the Concierge Program

What this honorarium includes:

  • 2 years (24 months) of free PMA community access / membership
  • 2 years (24 months) of access to live classes (year one, you are the student; year two, you are the alumni!)
  • Unlimited course replay access if you choose to stay in the community (PMA) after the 2-year (24 month) period

Schedule Your Enrollment Call

How it works:

  • As soon as your honorarium is paid in full, your monthly PMA subscription will be paused for the next 24 months.
  • Approximately 2 months prior to the end of the period, you will receive notification about continuing your PMA subscription. If you choose to remain a member of the PMA*, access to the Trust Course materials will continue.
    * We hope you will! Our Community is key to this American journey to reclaim our rights.