Christina Ivette – The Wealthy Trustee

The Wealthy Trustee course by Christina Ivette is a comprehensive guide to understanding and leveraging trust entities for wealth management, asset protection, and generational wealth creation. Designed for anyone looking to secure their financial future, this program provides in-depth training on trust structures, tax benefits, and strategic investments. With step-by-step modules, you’ll learn how to build and sustain financial security for yourself and future generations.

What You Get:

MODULE 1: WHAT IS A TRUST ENTITY?

Understand the fundamentals of a trust entity—a three-party contract between a grantor, trustee, and beneficiary. Learn how this “living” entity operates and its ability to perform tasks just like a human, making it a powerful tool for financial management.

MODULE 2: ASSET PROTECTION

Explore the differences between business trusts and family trusts, and discover how to protect your assets from potential threats like judgments, liens, foreclosures, divorce, lawsuits, heavy taxation, or probate. Safeguard your financial foundation with these actionable strategies.

MODULE 3: GENERATIONAL WEALTH

Learn how to establish a UTMA custodial account and an index universal life insurance policy for your children. Equip your heirs with assets and financial security that ensure long-term wealth for generations to come.

MODULE 4: HOW TO TRANSFER ASSET OWNERSHIP INTO TRUST

Master the process of transferring ownership of assets to your family trust using a quit claim deed. Ensure your assets are legally protected and managed under your trust structure.

MODULE 5: HOW TO ESTABLISH A NON PROFIT

Build an empire as a nonprofit trust entity. Learn to establish tiered corporate credit (tier 1 to tier 4) for your nonprofit and structure it for long-term growth and impact.

MODULE 6: TAX EXEMPT STATUS AS A 508 C1A TRUST

Unlock the benefits of living tax-free by setting up a legal 508 c1a trust. Learn the steps to establish tax-exempt status and avoid the need to report taxes, just like the “In God We Trust” reference on the US dollar.

MODULE 7: EIN APPLICATION & AMENDMENTS

Learn how to apply for an Employer Identification Number (EIN) for your trust entity and understand the process of amending your trust when buying or selling assets.

MODULE 8: HOW TO INVEST TRUST FUNDS

Explore how to strategically invest trust funds in various assets such as stocks, real estate, cryptocurrency, and insurance policies. Gain insights into growing your wealth through diversified investment strategies.

MODULE 9: BUSINESS STRUCTURE

Learn about holding companies, limited liability companies (LLCs), and how entities can own other entities. Build a robust business structure that enhances financial security and operational efficiency.

MODULE 10: PRIVATE FAMILY BANKING

Develop a comprehensive family governance system. Learn how to create a family mission statement, establish rituals, and set up private family banking to manage and grow collective wealth efficiently.

Why Choose The Wealthy Trustee Course?

This course provides practical, actionable steps to protect your assets, minimize tax obligations, and build long-term financial security. With Christina Ivette’s expert guidance, you’ll gain the tools to create trust entities, safeguard wealth, and establish a legacy for generations.

Comprehensive Knowledge

Each module dives deep into essential aspects of trust entities, offering a clear roadmap for creating and managing trusts effectively.

Actionable Strategies

From asset transfers to tax-exempt strategies, the course provides step-by-step instructions to implement proven wealth-building techniques immediately.

Generational Impact

Equip your family with financial stability and a sustainable system for managing and growing wealth over generations.

Final Thoughts

The Wealthy Trustee course by Christina Ivette is a must-have for anyone serious about financial independence, asset protection, and building a legacy. Whether you’re new to trusts or seeking advanced strategies, this course offers everything you need to create lasting wealth and secure your family’s future. Start your journey to financial empowerment today!