Successful Management of Business Trust Organization

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Course Instruction on administration of Private Business Trust

Module 1 PREFACE
Unit 1 Preface
Module 2 INTRODUCTION
Unit 1 Introduction
Module 3 Section I- THE NATURE OF THE BUSINESS TRUST ORGANIZATION
Unit 1 101 - BUSINESS TRUST ORGANIZATION
Unit 2 102. GENERAL VALIDITY OF BUSINESS TRUST ORGANIZATIONS AS SEPARATE LEGAL ENTITIES
Unit 3 103. THE VALIDITY OF BUSINESS TRUST ORGANIZATIONS AS SEPARATE LEGAL ENTITIES FOR TAX PURPOSES
Unit 4 104. DISTINCTIONS BETWEEN ORDINARY TRUSTS AND BUSINESS TRUST ORGANIZATIONS FOR FEDERAL TAX PURPOSES
Unit 5 105. LEGAL STANDARDS FOR DETERMINING VALIDITY OF BUSINESS TRANSAC­TIONS FOR TAX PURPOSES
Unit 6 106. OTHER LEGAL CONSIDERATIONS
Unit 7 107. OTHER ORGANIZATIONS AND RELATIONSHIPS COMPARED WITH AND DISTINGUISHED FROM BUSINESS TRUST ORGANIZATIONS
Module 4 Section II- BRINGING THE BUSINESS TRUST ORGANIZATION TO LIFE
Unit 1 201. REVIEW OF THE CONTRACT
Unit 2 202- THE START-UP MINUTES
Unit 3 204. THE MINUTE BOOK
Unit 4 205. TRANSACTING BUSINESS WITH OTHER BUSINESSES AND GOVERNMENT
Unit 5 206. CHECKLIST FOR THE BUSINESS TRUST ORGANIZATION MANAGER
Module 5 Section III- MANAGING THE BUSINESS STARTUP
Unit 1 301. BEGINNING BUSINESS OPERATIONS
Unit 2 302. IMPLEMENTING THE RIGHT TO PRIVACY
Unit 3 303. PEOPLE WHO WORK FOR THE BUSINESS TRUST ORGANIZATION
Unit 4 304 SOME CALIFORNIA INTERPRETATIONS
Unit 5 305 THE BUSINESS TRUST ORGANIZATION AS CONTRACT SERVICES
Unit 6 306 REAL ESTATE AND THE BUSINESS TRUST ORGANIZATION
Unit 7 307 ACCOUNTING FOR THE BUSINESS TRUST ORGANIZATION
Module 6 SECTION IV -DOING BUSINESS THROUGH THE BUSINESS TRUST ORGANIZATION
Unit 1 401. OPERATING A U.S. BUSINESS
Unit 2 402. A U.S. BUSINESS FROM A FOREIGN DOMICILE
Unit 3 403. THE JURISDICTIONAL BARRIER
Unit 4 404. NETWORKING BUSINESS TRUST ORGANIZATIONS
Unit 5 405. THE FOREIGN ACCUMULATION COMPANY
Unit 6 406. THE FOREIGN INVESTMENT COMPANY
Module 7 SECTION V -SKILLS REQUIRED FOR SUCCESSFUL MANAGEMENT
Unit 1 501. DEVELOPING MANAGING SKILLS
Unit 2 502. THE MANAGEMENT TEAM
Module 8 Contracts and Forms
Unit 1 CONTRACTS
Unit 2 OFFER AND ACCEPTANCE CHECKLIST
Module 9 THE TRUST INDENTURE AGREMENT
Unit 1 NAME AND DATE OF CREATION AND GOVERNING INSTRUMENTS
Unit 2 CERTIFICATION AND DOMICILE OF COMPANY
Unit 3 BOARD OF TRUSTEES
Unit 4 MANAGEMENT OF TRUST ESTATE AND TRUST CORPUS
Unit 5 TRUST ESTATE PURPOSE
Unit 6 TRUST PROTECTOR
Unit 7 REMOVAL OF TRUSTEE
Unit 8 TRUST CAPITAL UNITS (TCUs)
Unit 9 UNITS OF BENEFICIAL INTEREST (UBI's)
Unit 10 OBLIGATIONS OF THE SETTLOR
Unit 11 TRUSTEES
Unit 12 OFFICERS OF THE TRUST ESTATE
Unit 13 TRUSTEES RESPONSIBILITIES AND RESTRAINTS
Unit 14 TRUSTEE POWERS
Unit 15 POWERS OF THE SETTLOR TO BUILD THE ASSETS OF THE TRUST
Unit 16 TRUSTEES DUTIES AND LIMITED LIABILITY
Unit 17 THIRD PARTIES
Unit 18 RESIDENT TRUSTEE TERMINATION
Unit 19 TRUSTEE LIABILITY FOR NEGLIGENCE
Unit 20 LEGAL REPRESENTATION OF THE TRUST
Unit 21 THIRD PARTIES RELYING ON THE ACTIONS OF THE TRUSTEES
Unit 22 TRUSTEE RESIGNATION AND APPOINTMENTS
Unit 23 MEETINGS AND MINUTES
Unit 24 PRIVACY
Unit 25 POWER TO DISTRIBUTE PRINCIPLE
Unit 26 POWER TO DEAL WITH TRUST PROPERTY
Unit 27 POWER OF ATTORNEY
Unit 28 POWER TO BORROW FROM THE TRUST ESTATE
Unit 29 TERMINATION OF THE TRUST ESTATE
Unit 30 ACCOUNTING
Unit 31 CHARITABLE CONTRIBUTIONS
Unit 32 ADMINISTRATIVE EXPENSES
Unit 33 LIFE AND DURATION OF THE TRUST
Unit 34 COPIES OF ORIGINALS AND SEVERABILITY CLAUSE
Unit 35 TRUST INDENTURE AGREEMENT
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