- The Business Trust e-Seminar ($3,000) shows you ‘how’ to design and create a business trust. Organized like a flight plan – both strategy & tactics with instructions. Includes all essential elements, what to do, what not to do, and in what sequence. Create multiple business trusts. It’s one a kind and the best to be found anywhere worldwide.
- The Business Trust Company ($10,000) done for you. Includes an extensive strategy session of your primary objectives, assets and people. We design a custom plan that can include real estate holdings, where and how to do banking or brokerage, tips for tax savings, control issues, and estate planning. Includes access to all e-Seminars. This requires a preliminary phone consultation to make certain that we’re the right match.
- The Estate Planning e-Seminar ($1,000) shows you ‘how’ to design and create a succession plan. Includes Living Trust, Health Care Directives, POA for Health Care and Asset Management. Plus a 30 page checklist for often overlooked yet important details your heirs need. It’s a complete legacy package.
Even if you need legal or tax specialists this e-Seminar will give you a powerful head start for ‘internalizing’ the issues related to complex estates.
- The Realty Land Trust e-Seminar is no longer offered. This is because we’ve found in practice that a Business Trust is far superior for holding title to real property. Watch the comparison video here.
- The Uncorporation Book ($20) is a short story about James and the history of commercial trusts used in commerce. It explains the ‘why’ of business trusts and our creative applications for your unique situations.
