Once you have activated and properly set up the STS Program, the appointed Trustees now have the fiduciary responsibility to manage and administer the Trust assets for the benefit of the beneficiaries, the certificate holders.
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Regardless of who the appointed voting and non-voting Trustees may be now or in the future, they will require ongoing teaching and training on how to manage the Contract Trust, which is really a property management business managed by trustees. They must stay current on the latest administrative forms, legal case precedents, statutory and non-statutory changes, tax laws, and much more. In the past, clients relied on cumbersome email, weekly call-in shows, and live seminar events to ask questions and gather information. Response delays, junk mail filters, incomplete information, and agent illnesses are possible weaknesses that can frustrate trustees in effectively executing their duties. Thankfully, that old way of learning from and relying on SME's (subject matter experts) is now a thing of the past. Technology has made self-paced learning possible 24/7/365.
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Since 2013, we have been registered representatives of the STS Program through our brokerage provider in Canada and directly through Masters Protection Group in the USA, and have worked diligently with Michael Clark to learn the details of this strategy to help clients activate and manage their programs. We were frequently mentioned on his weekly Talkshoe call in show every Monday night and he often endorsed us as knowing the program as well as anyone. We were actively developing this course material prior to his unexpected passing and never got to show him the final product or release it to the entire client base. We hope to further his legacy using 21st century teaching and education technology.
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This course is intended to offer STS Program clients an online virtual learning platform that evolves over time with the latest updates, techniques, and procedures that Trustees, managers, and administrators will need to manage their assigned roles within the Trust.
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Over time, we aim to add content from SME's that will offer other helpful specialized knowledge such as bookkeeping, tax planning, tax strategies, accounting services, investment opportunities, banking, and loan advice, and much more.
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Clients will have an online intake form they can use to submit questions, comments, and concerns, as well as to share success stories about what may have worked for them. Other Trustees, managers, or administrators will be able to subscribe to this platform (with proof of such role assignment), search a database of commonly asked questions, and find virtual answers complete with audio, video, PDF examples, links, or other relevant attachments. Using this state-of-the-art multimedia learning platform, Trustees and their successors will enjoy continual lifetime access to the latest materials with their monthly subscriptions.
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One of the major concerns and challenges that prompted the creation of this school was the impaired ability of the STS provider to keep up with the volume of demand and learning requirements of the many STS clients. By leveraging modern technology, we hope to empower all Trustees to learn at their own pace, and to transition their duties seamlessly to their successor trustees upon death or incapacity. When required, we will be available for direct consultation for an additional fee.
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Many Trustees have worried that the death, incapacity, resignation, or insolvency of the previously appointed non-voting Trustee, Trust Services, or the registered agent might imperil their STS program. Rest assured it will not. Although it would not cause the dissolution of their STS Program, it can and has caused disruptions in the effective management and maintenance of the LLC for the many STS programs already in existence. We are designing this program to solve that issue. It will outlive all concerned parties barring the shutdown of this learning platform, in which case, an alternate provider would be chosen, and the contents migrated over to it instead. We will train and transition other administrators to take over from us in the case of our demise so that clients never again need worry about a lack of support or access to past learning material.
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Included with your subscription will be 1 hr of FREE telephone consultation per year. Additional consulting time can be purchased at only $25 per 15 minutes. Unlimited advice is available with the VIP Service subscription option as described in the course curriculum.
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Finally, we are making ourselves available to act as non-voting trustees for all clients whose past Trustees are deceased, incapacitated, resigned, or no longer available. Further, we are investigating options in both Canada and the USA for establishing registered third party-agents who can act for the Trusts and LLC's. Once that option is available, it will be included in this course.
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Remember, the STS Program is only as good as the paper it was written on so proper Set-up, Activation, and ongoing Management and Maintenance is essential for "Total Asset Privacy & Impenetrable Asset Protection". Do it right the first time and your heirs will thank you.
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Enroll now to help support this virtual learning platform and the ongoing creation of content that will assist Trustees, managers, and administrators in the effective ongoing administration of the STS Program.
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In The Rockefeller File, it states that
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"the key to the system is to OWN nothing, but CONTROL everything!"
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"pg 6: The key to this system is giving up ownership but retaining control. For example, most people don't believe they really own something unless they retain title to it in their own name. The Rockefeller's know this is a big mistake. Often it is better to have your assets owned by a trust or a foundation - which you control - than to have them in your own name."
Isn't it time to Learn How to Manage Your Program?
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Click the Enroll Now button!
PRICING OPTIONS
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We have several payment plan options to enroll in this course, and two currencies (CAD or USD), depending in which country you are currently residing.
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To enroll in this course you must click the OPEN COURSE button to visit the main course landing page where you can REQUEST TO JOIN. Then you need to subscribe to a payment plan by choosing an option below. Within 24 hours we will manually enroll you in this course after confirming receipt of your payment.
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FILTERED OPTIONS
$250/year
Plan ID:
7
(CAD) Management & Maintenance Fee - Bronze - Annual
Unlimited access for each year of your subscription + 1hr/yr consultation
Payment in $CAD
Enjoy full access to this entire platform for the term of your subscription for one user. Other users must also subscribe to their own account.
All content and future additional material will be fully accessible indefinitely for as long as you remain a subscriber.
Receive up to 1 hr of telephone or video chat consultation per year.
Additional time is billable at our current hourly rate.
Annual Trustee representation is available for an annual additional fee of $100. (Upgrade to the Gold plan to have this service automatically included.) You may appoint one or both of us to act as a non-voting Trustee to respond on behalf of the trust in event of an attack or other requirement.
If you wish to subscribe to more annual consultation time, simply cancel this plan and re-enroll to another plan. You may also select to pre-purchase additional annual consultation time by email request from our website.
This is a subscription product billed on a yearly basis until you cancel. Cancel anytime from the account management page.
$75/qtr
Plan ID:
8
(CAD) Management & Maintenance Fee - Bronze - Quarterly
Unlimited access for each quarter of your subscription + 1hr/yr consultation
Payment in $CAD
Enjoy full access to this entire platform for the term of your subscription for one user. Other users must also subscribe to their own account.
All content and future additional material will be fully accessible indefinitely for as long as you remain a subscriber.
Receive up to 1 hr of telephone or video chat consultation per year.
Additional time is billable at our current hourly rate.
Annual Trustee representation is available for an annual additional fee of $100. (Upgrade to the Gold plan to have this service automatically included.) You may appoint one or both of us to act as a non-voting Trustee to respond on behalf of the trust in event of an attack or other requirement.
If you wish to subscribe to more annual consultation time, simply cancel this plan and re-enroll to another plan. You may also select to pre-purchase additional annual consultation time by email request from our website.
This is a subscription product billed on a quarterly basis until you cancel. Cancel anytime from the account management page.
$27/month
Plan ID:
9
(CAD) Management & Maintenance Fee - Bronze - Monthly
Unlimited access for each month of your subscription + 1hr/yr consultation
Payment in $CAD
Enjoy full access to this entire platform for the term of your subscription for one user. Other users must also subscribe to their own account.
All content and future additional material will be fully accessible indefinitely for as long as you remain a subscriber.
Receive up to 1 hr of telephone or video chat consultation per year.
Additional time is billable at our current hourly rate.
Annual Trustee representation is available for an annual additional fee of $100. (Upgrade to the Gold plan to have this service automatically included.) You may appoint one or both of us to act as a non-voting Trustee to respond on behalf of the trust in event of an attack or other requirement.
If you wish to subscribe to more annual consultation time, simply cancel this plan and re-enroll to another plan. You may also select to pre-purchase additional annual consultation time by email request from our website.
This is a subscription product billed on a monthly basis until you cancel. Cancel anytime from the account management page.
CANADIAN CLIENT OPTIONS
$400/year
Plan ID:
1
(CAD) Management & Maintenance Fee - Gold - Annual
Unlimited access for each year of your subscription + 3hr/yr consultation + Trusteeship
Payment in $CAD
Enjoy full access to this entire platform for the term of your subscription for one user. Other users must also subscribe to their own account.
All content and future additional material will be fully accessible indefinitely for as long as you remain a subscriber.
Receive up to 3 hrs of telephone or video chat consultation per year.
Additional time is billable at our current hourly rate.
BONUS for Gold Plan Members Only: Annual Trustee representation. You may appoint one or both of us to act as a non-voting Trustee to respond on behalf of the trust in event of an attack or other requirement.
If you wish to subscribe to more annual consultation time, you may pre-purchase additional annual consultation time by email request from our website.
This is a subscription product billed on a yearly basis until you cancel. Cancel anytime from the account management page.
$140/qtr
Plan ID:
2
(CAD) Management & Maintenance Fee - Gold - Quarterly
Unlimited access for each quarter of your subscription + 3hr/yr consultation + Trusteeship
Payment in $CAD
Enjoy full access to this entire platform for the term of your subscription for one user. Other users must also subscribe to their own account.
All content and future additional material will be fully accessible indefinitely for as long as you remain a subscriber.
Receive up to 3 hrs of telephone or video chat consultation per year.
Additional time is billable at our current hourly rate.
BONUS for Gold Plan Members Only: Annual Trustee representation. You may appoint one or both of us to act as a non-voting Trustee to respond on behalf of the trust in event of an attack or other requirement.
If you wish to subscribe to more annual consultation time, you may pre-purchase additional annual consultation time by email request from our website.
This is a subscription product billed on a quarterly basis until you cancel. Cancel anytime from the account management page.
$55/month
Plan ID:
3
(CAD) Management & Maintenance Fee - Gold - Monthly
Unlimited access for each month of your subscription + 3hr/yr consultation + Trusteeship
Payment in $CAD
Enjoy full access to this entire platform for the term of your subscription for one user. Other users must also subscribe to their own account.
All content and future additional material will be fully accessible indefinitely for as long as you remain a subscriber.
Receive up to 3 hrs of telephone or video chat consultation per year.
Additional time is billable at our current hourly rate.
BONUS for Gold Plan Members Only: Annual Trustee representation. You may appoint one or both of us to act as a non-voting Trustee to respond on behalf of the trust in event of an attack or other requirement.
If you wish to subscribe to more annual consultation time, you may pre-purchase additional annual consultation time by email request from our website.
This is a subscription product billed on a monthly basis until you cancel. Cancel anytime from the account management page.
$325/year
Plan ID:
4
(CAD) Management & Maintenance Fee - Silver - Annual
Unlimited access for each year of your subscription + 2hr/yr consultation
Payment in $CAD
Enjoy full access to this entire platform for the term of your subscription for one user. Other users must also subscribe to their own account.
All content and future additional material will be fully accessible indefinitely for as long as you remain a subscriber.
Receive up to 2 hrs of telephone or video chat consultation per year.
Additional time is billable at our current hourly rate.
Annual Trustee representation is available for an annual additional fee of $100. (Upgrade to the Gold plan to have this service automatically included.) You may appoint one or both of us to act as a non-voting Trustee to respond on behalf of the trust in event of an attack or other requirement.
If you wish to subscribe to more annual consultation time, simply cancel this plan and re-enroll to the Gold plan. You may also select to pre-purchase additional annual consultation time by email request from our website.
This is a subscription product billed on a yearly basis until you cancel. Cancel anytime from the account management page.
$110/qtr
Plan ID:
5
(CAD) Management & Maintenance Fee - Silver - Quarterly
Unlimited access for each quarter of your subscription + 2hr/yr consultation
Payment in $CAD
Enjoy full access to this entire platform for the term of your subscription for one user. Other users must also subscribe to their own account.
All content and future additional material will be fully accessible indefinitely for as long as you remain a subscriber.
Receive up to 2 hrs of telephone or video chat consultation per year.
Additional time is billable at our current hourly rate.
Annual Trustee representation is available for an annual additional fee of $100. (Upgrade to the Gold plan to have this service automatically included.) You may appoint one or both of us to act as a non-voting Trustee to respond on behalf of the trust in event of an attack or other requirement.
If you wish to subscribe to more annual consultation time, simply cancel this plan and re-enroll to the Gold plan. You may also select to pre-purchase additional annual consultation time by email request from our website.
This is a subscription product billed on a quaterly basis until you cancel. Cancel anytime from the account management page.
$40/month
Plan ID:
6
(CAD) Management & Maintenance Fee - Silver - Monthly
Unlimited access for each month of your subscription + 2hr/yr consultation
Payment in $CAD
Enjoy full access to this entire platform for the term of your subscription for one user. Other users must also subscribe to their own account.
All content and future additional material will be fully accessible indefinitely for as long as you remain a subscriber.
Receive up to 2 hrs of telephone or video chat consultation per year.
Additional time is billable at our current hourly rate.
Annual Trustee representation is available for an annual additional fee of $100. (Upgrade to the Gold plan to have this service automatically included.) You may appoint one or both of us to act as a non-voting Trustee to respond on behalf of the trust in event of an attack or other requirement.
If you wish to subscribe to more annual consultation time, simply cancel this plan and re-enroll to the Gold plan. You may also select to pre-purchase additional annual consultation time by email request from our website.
This is a subscription product billed on a monthly basis until you cancel. Cancel anytime from the account management page.
$250/year
Plan ID:
7
(CAD) Management & Maintenance Fee - Bronze - Annual
Unlimited access for each year of your subscription + 1hr/yr consultation
Payment in $CAD
Enjoy full access to this entire platform for the term of your subscription for one user. Other users must also subscribe to their own account.
All content and future additional material will be fully accessible indefinitely for as long as you remain a subscriber.
Receive up to 1 hr of telephone or video chat consultation per year.
Additional time is billable at our current hourly rate.
Annual Trustee representation is available for an annual additional fee of $100. (Upgrade to the Gold plan to have this service automatically included.) You may appoint one or both of us to act as a non-voting Trustee to respond on behalf of the trust in event of an attack or other requirement.
If you wish to subscribe to more annual consultation time, simply cancel this plan and re-enroll to another plan. You may also select to pre-purchase additional annual consultation time by email request from our website.
This is a subscription product billed on a yearly basis until you cancel. Cancel anytime from the account management page.
$75/qtr
Plan ID:
8
(CAD) Management & Maintenance Fee - Bronze - Quarterly
Unlimited access for each quarter of your subscription + 1hr/yr consultation
Payment in $CAD
Enjoy full access to this entire platform for the term of your subscription for one user. Other users must also subscribe to their own account.
All content and future additional material will be fully accessible indefinitely for as long as you remain a subscriber.
Receive up to 1 hr of telephone or video chat consultation per year.
Additional time is billable at our current hourly rate.
Annual Trustee representation is available for an annual additional fee of $100. (Upgrade to the Gold plan to have this service automatically included.) You may appoint one or both of us to act as a non-voting Trustee to respond on behalf of the trust in event of an attack or other requirement.
If you wish to subscribe to more annual consultation time, simply cancel this plan and re-enroll to another plan. You may also select to pre-purchase additional annual consultation time by email request from our website.
This is a subscription product billed on a quarterly basis until you cancel. Cancel anytime from the account management page.
$27/month
Plan ID:
9
(CAD) Management & Maintenance Fee - Bronze - Monthly
Unlimited access for each month of your subscription + 1hr/yr consultation
Payment in $CAD
Enjoy full access to this entire platform for the term of your subscription for one user. Other users must also subscribe to their own account.
All content and future additional material will be fully accessible indefinitely for as long as you remain a subscriber.
Receive up to 1 hr of telephone or video chat consultation per year.
Additional time is billable at our current hourly rate.
Annual Trustee representation is available for an annual additional fee of $100. (Upgrade to the Gold plan to have this service automatically included.) You may appoint one or both of us to act as a non-voting Trustee to respond on behalf of the trust in event of an attack or other requirement.
If you wish to subscribe to more annual consultation time, simply cancel this plan and re-enroll to another plan. You may also select to pre-purchase additional annual consultation time by email request from our website.
This is a subscription product billed on a monthly basis until you cancel. Cancel anytime from the account management page.
USA CLIENT OPTIONS
$300/year
Plan ID:
10
(USD) Management & Maintenance Fee - Gold - Annual
Unlimited access for each year of your subscription + 3hr/yr consultation + Trusteeship
Payment in $USD
Enjoy full access to this entire platform for the term of your subscription for one user. Other users must also subscribe to their own account.
All content and future additional material will be fully accessible indefinitely for as long as you remain a subscriber.
Receive up to 3 hrs of telephone or video chat consultation per year.
Additional time is billable at our current hourly rate.
BONUS for Gold Plan Members Only: Annual Trustee representation. You may appoint one or both of us to act as a non-voting Trustee to respond on behalf of the trust in event of an attack or other requirement.
If you wish to subscribe to more annual consultation time, you may pre-purchase additional annual consultation time by email request from our website.
This is a subscription product billed on a yearly basis until you cancel. Cancel anytime from the account management page.
$100/qtr
Plan ID:
11
(USD)Management & Maintenance Fee - Gold - Quarterly
Unlimited access for each quarter of your subscription + 3hr/yr consultation + Trusteeship
Payment in $USD
Enjoy full access to this entire platform for the term of your subscription for one user. Other users must also subscribe to their own account.
All content and future additional material will be fully accessible indefinitely for as long as you remain a subscriber.
Receive up to 3 hrs of telephone or video chat consultation per year.
Additional time is billable at our current hourly rate.
BONUS for Gold Plan Members Only: Annual Trustee representation. You may appoint one or both of us to act as a non-voting Trustee to respond on behalf of the trust in event of an attack or other requirement.
If you wish to subscribe to more annual consultation time, you may pre-purchase additional annual consultation time by email request from our website.
This is a subscription product billed on a quarterly basis until you cancel. Cancel anytime from the account management page.
$40/month
Plan ID:
12
(USD) Management & Maintenance Fee - Gold - Monthly
Unlimited access for each month of your subscription + 3hr/yr consultation + Trusteeship
Payment in $USD
Enjoy full access to this entire platform for the term of your subscription for one user. Other users must also subscribe to their own account.
All content and future additional material will be fully accessible indefinitely for as long as you remain a subscriber.
Receive up to 3 hrs of telephone or video chat consultation per year.
Additional time is billable at our current hourly rate.
BONUS for Gold Plan Members Only: Annual Trustee representation. You may appoint one or both of us to act as a non-voting Trustee to respond on behalf of the trust in event of an attack or other requirement.
If you wish to subscribe to more annual consultation time, you may pre-purchase additional annual consultation time by email request from our website.
This is a subscription product billed on a monthly basis until you cancel. Cancel anytime from the account management page.
$240/year
Plan ID:
13
(USD) Management & Maintenance Fee - Silver - Annual
Unlimited access for each year of your subscription + 2hr/yr consultation
Payment in $USD
Enjoy full access to this entire platform for the term of your subscription for one user. Other users must also subscribe to their own account.
All content and future additional material will be fully accessible indefinitely for as long as you remain a subscriber.
Receive up to 2 hrs of telephone or video chat consultation per year.
Additional time is billable at our current hourly rate.
Annual Trustee representation is available for an annual additional fee of $100. (Upgrade to the Gold plan to have this service automatically included.) You may appoint one or both of us to act as a non-voting Trustee to respond on behalf of the trust in event of an attack or other requirement.
If you wish to subscribe to more annual consultation time, simply cancel this plan and re-enroll to the Gold plan. You may also select to pre-purchase additional annual consultation time by email request from our website.
This is a subscription product billed on a yearly basis until you cancel. Cancel anytime from the account management page.
$80/qtr
Plan ID:
14
(USD) Management & Maintenance Fee - Silver - Quarterly
Unlimited access for each quarter of your subscription + 2hr/yr consultation
Payment in $USD
Enjoy full access to this entire platform for the term of your subscription for one user. Other users must also subscribe to their own account.
All content and future additional material will be fully accessible indefinitely for as long as you remain a subscriber.
Receive up to 2 hrs of telephone or video chat consultation per year.
Additional time is billable at our current hourly rate.
Annual Trustee representation is available for an annual additional fee of $100. (Upgrade to the Gold plan to have this service automatically included.) You may appoint one or both of us to act as a non-voting Trustee to respond on behalf of the trust in event of an attack or other requirement.
If you wish to subscribe to more annual consultation time, simply cancel this plan and re-enroll to the Gold plan. You may also select to pre-purchase additional annual consultation time by email request from our website.
This is a subscription product billed on a quarterly basis until you cancel. Cancel anytime from the account management page.
$30/month
Plan ID:
15
(USD) Management & Maintenance Fee - Silver - Monthly
Unlimited access for each month of your subscription + 2hr/yr consultation
Payment in $USD
Enjoy full access to this entire platform for the term of your subscription for one user. Other users must also subscribe to their own account.
All content and future additional material will be fully accessible indefinitely for as long as you remain a subscriber.
Receive up to 2 hrs of telephone or video chat consultation per year.
Additional time is billable at our current hourly rate.
Annual Trustee representation is available for an annual additional fee of $100. (Upgrade to the Gold plan to have this service automatically included.) You may appoint one or both of us to act as a non-voting Trustee to respond on behalf of the trust in event of an attack or other requirement.
If you wish to subscribe to more annual consultation time, simply cancel this plan and re-enroll to the Gold plan. You may also select to pre-purchase additional annual consultation time by email request from our website.
This is a subscription product billed on a monthly basis until you cancel. Cancel anytime from the account management page.
$180/year
Plan ID:
16
(USD) Management & Maintenance Fee - Bronze - Annual
Unlimited access for each year of your subscription + 1hr/yr consultation
Payment in $USD
Enjoy full access to this entire platform for the term of your subscription for one user. Other users must also subscribe to their own account.
All content and future additional material will be fully accessible indefinitely for as long as you remain a subscriber.
Receive up to 1 hr of telephone or video chat consultation per year.
Additional time is billable at our current hourly rate.
Annual Trustee representation is available for an annual additional fee of $100. (Upgrade to the Gold plan to have this service automatically included.) You may appoint one or both of us to act as a non-voting Trustee to respond on behalf of the trust in event of an attack or other requirement.
If you wish to subscribe to more annual consultation time, simply cancel this plan and re-enroll to another plan. You may also select to pre-purchase additional annual consultation time by email request from our website.
This is a subscription product billed on a yearly basis until you cancel. Cancel anytime from the account management page.
$55/qtr
Plan ID:
17
(USD)Management & Maintenance Fee - Bronze - Quarterly
Unlimited access for each quarter of your subscription + 1hr/yr consultation
Payment in $USD
Enjoy full access to this entire platform for the term of your subscription for one user. Other users must also subscribe to their own account.
All content and future additional material will be fully accessible indefinitely for as long as you remain a subscriber.
Receive up to 1 hr of telephone or video chat consultation per year.
Additional time is billable at our current hourly rate.
Annual Trustee representation is available for an annual additional fee of $100. (Upgrade to the Gold plan to have this service automatically included.) You may appoint one or both of us to act as a non-voting Trustee to respond on behalf of the trust in event of an attack or other requirement.
If you wish to subscribe to more annual consultation time, simply cancel this plan and re-enroll to another plan. You may also select to pre-purchase additional annual consultation time by email request from our website.
This is a subscription product billed on a quarterly basis until you cancel. Cancel anytime from the account management page.
$20/month
Plan ID:
18
(USD) Management & Maintenance Fee - Bronze - Monthly
Unlimited access for each month of your subscription + 1hr/yr consultation
Payment in $USD
Enjoy full access to this entire platform for the term of your subscription for one user. Other users must also subscribe to their own account.
All content and future additional material will be fully accessible indefinitely for as long as you remain a subscriber.
Receive up to 1 hr of telephone or video chat consultation per year.
Additional time is billable at our current hourly rate.
Annual Trustee representation is available for an annual additional fee of $100. (Upgrade to the Gold plan to have this service automatically included.) You may appoint one or both of us to act as a non-voting Trustee to respond on behalf of the trust in event of an attack or other requirement.
If you wish to subscribe to more annual consultation time, simply cancel this plan and re-enroll to another plan. You may also select to pre-purchase additional annual consultation time by email request from our website.
This is a subscription product billed on a monthly basis until you cancel. Cancel anytime from the account management page.
Take a browse through the course outline below to see what will be offered. This lecture outline allows you a sneak peak prior to enrolling.
Course Curriculum
Introduction
Navigating this Course​
Welcome to this Course​
Getting Help and the latest Blog News​
Project Development Timeline​
Initial Contact Details​
Install Free Software Utilities​
Creating Transparent Digital Signatures
First Things First​​
​
Create an Account on the Client Portal​
Oaths of Confidentiality Agreements and Proof of STS​
LLC Entity Status Check (2:51)​
Reviving a Dissolved LLC​
Changing the Registered Agent​
Filing the LLC Business Entity Report
Trustees, Managers, and Administrators​
Appointing a Non-Voting Trustee​
Appointing LLC Managers & Administrators (in development)​
More content In development
Resource Library
​​
Checking Filing Fees from InBiz​
File Upload Procedure​
Forms​
Michael Clark - Monday Night TalkShoe Calls - Full Archives (1:04)
​
Law Library​
​​
Intro​
Garnishee Canada Court Precedents
Managing the Trust as a Business​
Holding Regular Meetings of the Board of Trustees​
In development
What to do when Legally Attacked​
​
What is a Legal Personality?​
How to Respond to an Attack​
How the Non-Voting Executive Trustee Will Respond
Successors - How to Transition Properly​
​
In development
​
​
Removing a Deceased Trustee​
​
Creating a Minute Order to Remove a Deceased Trustee​
Cancelling a Deceased Certificate Holder's Trust Certificate​
Creating a Minute Order to Remove the LLC Manager & Administrator​
Proof of Deceased Status
Tax Planning & Reporting​
In development
Establishing Credit for the Trust or LLC​
In development
​
Frequently Asked Questions - Database of Answers​
Case Studies​
In development
Third Party Links​
Key Contacts
"This is an excellent course — definitely worth checking out!
​
As a student with a constitutional law degree, I can attest that the STS program is an extremely powerful method of protecting your wealth from asset predators. This program is well-explained in a sequential and logical fashion, with optional additional research available for the super-analytical detail-oriented person who demands the extra level of due diligence.
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Students now have all the resources they need to learn and understand the essential concepts of asset protection. Using the latest in digital teaching technology, they can study at their convenience and at their own pace, rather than by the outmoded paid seminar format used by so many speakers of today.
Having seen this very topic presented in many different ways over the years, this online course format is, by far, leaps and bounds above all the rest. Well done, James!"
​
C. Francis, CEO, Brandwagon USA
Frequently Asked Questions
-
When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
​​
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How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own. Your account cannot be shared with others and is for your exclusive use while you set-up your Trust Program. We do recommend that the course be completed within 30 days, but you are free to refer back to the course at anytime you need, or to send your successor trustees to so they may learn how to continue managing your program after you are incapacitated or deceased.
​
-
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 5 days and we will give you a full refund. If you prefer to upgrade to our full service option, your purchase will be applied to the upgrade and you are free to maintain access to the course for life.
Your Instructor - James Steele IV
​
As a graduate of the University of Calgary, I possess degrees in both Economics (micro & macro) and Commerce (specializing in Finance and Management Science.)
I began a financial planning career in 1992 and served hundreds of clients over the next 5 years. I moved on to the private equity markets where, as VP Finance, I successfully helped raise venture capital for a very unique sports-related golf training device. Since 1998, I have run several businesses in marketing, branding, fitness, and multimedia.
Since 2002, my parent company, Trilogy Promotions Inc., has been dedicated to providing these services all under one roof through three distinct business brands: Asset Pro, The Wealth Coaches, and ThoughtWurx.
In 2011, I returned to the private equity markets and now coach clients on the fundamentals of money, wealth creation, demographics, wealth cycles, currencies, commodities, small business development, estate planning, asset protection, and income diversification.
As a Wealth, Health, and Wisdom coach, I endeavor to educate my clients in the two fundamental areas of Wealth and Health, with a focus on business development in many areas.
Once educated on the fundamentals of the due diligence process, I help clients create and manage wealth, and protect it from the ravages of inflation, taxes, and the volatile nature of the financial markets.
I am a strong advocate of optimal health and I am proud to use my extensive fitness industry experience to promote the national “90 Day Challenge” platform to foster better dietary and exercise habits for my clients, their families, and their fellow employees.
For businesses, I also seek out new projects; perform detailed needs analysis regarding my client's media marketing strategy; and design multimedia video & TV-ready presentations to help my clients put their best faces forward.
I utilize a variety of publications & social media platforms to showcase unique businesses. In developing a cohesive marketing / imaging strategy, I help clients enhance their brand recognition, and boost sales possibilities through enhanced product & service education.
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James Steele IV, CEO, Trilogy Promotions Inc. | Asset Pro
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