Trusts · 35 min
Funding flags and referral
Title, funding, and contests leave the DIY desk.
Member access · outline published
- Assets on title and why funding is not a clerical afterthought
- Trusts on real-estate title — use the real-estate desk and the state bot
- Contested trusts, undue influence, and fiduciary disputes go to counsel
- Worldwide referral when the settlor, trustee, or asset is abroad
- Never hold Selective out as the trustee or as the member’s lawyer
Coming / member access
The live walkthrough, worksheets, and recorded desk session sit behind this track’s $49.50/year enrollment — plus an active membership. Membership does not include training. Other tracks are separate $49.50/year fees.