Step Six-Ongoing Execution

Step Six - Ongoing Execution

 

The trust Implementation Plan is linked to an execution path and monitored electronically.The system is always on, listening for trigger events that require action.  If action is not taken, it alerts the administrator as to the type and necessity of action.All activities are linked to accounting and reporting functions so the administration is transparent and can be monitored by the trust administrator.

Failures are caught early and remdiated, thereby minimizing loss and risk.

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The Risk of Trusts

The New View of Trusts

The New View System

  • Step One-Enter Info
  • Step Two-Design the Trust
  • Step Three-Registration Service
  • Step Four-Implementation Map
  • Step Five-Legal Constraints
  • Step Six-Ongoing Execution

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  • Over the next 50 years $45 trillion will be transferred to heirs and charities via estates - the largest wealth transfer in history.

    How much will be siphoned by trustees...lost to estate taxes...lost to administrative fees or lawyers fees...other fees?

    How well will these trusts be managed?

    What kinds of investments should be made with the money under management?

    Trust, Are You Kidding

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