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Business Trust - Bus. Trust Conf. Calls
with Carol Werelius

Live Call Some Saturdays @ 10 AM Pacific, 1 PM Eastern

Dial in live calls: (712)775-7031  Pin: 213-297-186 #

Or join us online at https://join.freeconferencecall.com/213-297-186

Contact: Carol Werelius / 425-820-8090 / info@indicatorinformation.com

INDICATOR INFORMATION
Tel 425-820-8090
Fax 425-358-6961
Text 206-915-4236
Kenmore WA 98028

REPLAYS:

5/12/2017 Bus. Trust Conf. Calls #60 w/Carol Werelius Audio/Video Replay 51min or (712)775-7029 & Pin 213-297-186#

Becky Why do I need a Trust?

We have heard about statutory trusts, grantor trusts, Wyoming trusts, revocable and irrevocable trusts. Why is the Business Trust so superior to any of those other entities?

What can you tell me about Skeleton Trusts?

So what is a Business Trust?

Why is it superior to anything else?

How do I get a Business Trust? Do I need to contact a lawyer to set one up for me?

How did the Contract Business Trust come into being?

How is the Business Trust created?

I have heard that I can't be the Trustee of my own Trust. Now you're saying I can?

Is there not a conflict of interest in being your own Trustee?

What if someone, my banker for instance, asks the business endeavor of the Trust?

What are Certificates for? What do I do with the extra 2 certificates in my binder?

Do you offer or suggest additional Trusts?

I anticipate needing more Trusts after the RV. How long will you be working post RV?

How long does it take to get a Business Trust from you?

So, how much does this Business Trust cost?

Do I need anything else to complete my Estate Planning Package?


4/28/2017 Bus. Trust Conf. Calls #59 w/Carol Werelius Replay Link 58min or (712)775-7029 & Pin 213-297-186# or Video

As we approach this Currency Evaluation, it is more important than ever for us to be prepared for the our exchange, so letís talk about Business Trusts.

What is a Business Trust?

Is Common Law still valid?

What are the advantages of the Business Trust?

Why are they often called Massachusetts Business Trusts?

How is a Business Trust created?

What is the business of the Business Trust?

What are Certificates and what do they represent?

Where can I find legal back-up supporting Business Trusts?

Do I need more than one Business Trust?

Do I need an EIN for each Trust?

Now that I know how my currency gets into the Business Trust, how do I get money out of it?

I have heard that this exchange may not be a taxable event. How can I take advantage of the one time tax break?

Do you know if the RV will be considered a taxable event?

If there are taxes levied, will future cash disbursements to trustees be tax free?

We have heard that we should have a separate account for the dinar, apart from other currencies. Does that mean another Trust?

Will you be available to answer my questions or prepare additional Trusts?

Do I have to contact you to write minutes or update my Trust?

How long does it take to set up a Business Trust and how much does it cost?

What if I just wait and exchange in my own name and SSN?

Do you offer any other estate planning services?


4/14/2017 Bus. Trust Conf. Calls #58 w/Carol Werelius Replay Link 58min or (712)775-7029 & Pin 213-297-186# or Video

I hold some foreign currency that is expected to revalue soon. I know when it does I need to somehow protect the money. Can you help me with that?

Iíve heard of Trusts, but not Business Trusts. Can you define the differences between them?

Can you explain a little of the history of the Business Trust?

What are the benefits of a Business Trust over a regular statutory Trust?

Why do some attorneys and other professionals deny the validity of the Common Law Business Trust?

How I get started?

You mentioned Successor Trustees. Is that how I take care of my children and future generations?

If this is a Business Trust, do I need to operate a business?

How do I get money out of the Trust?

I have heard that this exchange may not be a taxable event. How can I take advantage of the one time tax break?

Will I need more than one Business Trust?

How do I get my currency into the Trust?

What if I donít know anyone to be the Creator?

If I get a mailbox in Wyoming, as you suggest, will I have to go there to exchange or open a bank account?

Do I have to contact you to write minutes or update my Trust?

Will you be available to answer my questions or prepare additional Trusts?

How long does it take to set up a Business Trust and how much does it cost?

Do you offer any other estate planning services?

From what weíre hearing, our RV/CE may be here soon, so I encourage you to be prepared. Weíve heard that the banks may offer some kind of temporary or skeleton trust if you donít have one. Not only will that make the bank your partner, they may see you as being unprepared and as such they may be less likely to negotiate rates, perks or benefits for you.


3/17/2018 Bus. Trust Conf. Calls #56 w/Carol Werelius & Jim Online Replay Link or (712)775-7029 & Pin 213-297-186# or Video

Business Trust Call March 17, 2018

1. Whatís the history of the Business Trust?
2. Why do I need one?
3. Why is a Business Trust so superior?
4. You mentioned the Business Trust it offers more anonymity, privacy, flexibility and CONTROL. How so?
5. So I can be the Trustee? How does that work?
6. Can I be the only Trustee?
7. Who owns the the assets of the Business Trust?.
8. Is this Trust revocable or irrevocable?
9. Does this Trust terminate at my death?
10. What happens to the Trust when I die?
11. Do I have to operate a business with the Business Trust?
12. How do I get money out of the Trust?
13. We have heard that this exchange will not be a taxable event. How can I take advantage of the one time tax break?
14. What if this a taxable event?
15. What if its taxed at a state level?
16. Somebody else is offering a package of 10 Trusts. Do I need that many?
17. We are hearing that if we have a trust that we havenít used, we wonít be able to use it to exchange.
18. Iíve also heard that we will need to take the entire Trust with us to exchange. What do you make of that?
19. Iíve also heard that we need a Certification of Trust and a Resolution. What are they?
20. What else do you offer for Estate planning?


Recorded Playback: (712)775-7029 & Pin 213-297-186# (Then press # for latest replay)

2/17/2018 Bus. Trust Conf. Calls #55 w/Carol Werelius Online Replay Link 1hr 38min or (712)775-7029 & Pin 213-297-186# or Video

BUSINESS TRUST CALL FEB 17, 2018

From Carol W. - "I know many of you have questions about operating the Trust. While we provide an operations guide in the included Book 4, it doesnít cover everything. As I mentioned on our last call, we are working on a by invitation members only website. It is full of instructions, back up material, sample minutes, etc. I will send you all an invitation as soon as its ready. In the meantime, perhaps we can answer some of the questions I have recently received.

What is a Trust?

Why establish a trust rather than continue owning currency in your own name & Social Security number?

Should I go to an attorney or a bank for a Trust?

Do you have a better option?

Thereís lots of talk out there about other kinds of trusts. Why is a Business Trust so superior?

Why are Business Trusts so ideal in managing, vs. personally owning assets?

Many people have asked about being their own Trustee. Is this legal?

What is the difference between an Irrevocable & Revocable Trust?

Why arenít banks, attorneys & CPAs more familiar with Business Trusts?

What will be the ďbusinessĒ of my Business Trust?

Who owns the assets of the Business Trust?

How do my assets get into a Business Trust vs. other kinds of trusts?

What do you receive in the Exchange process?

Who is this Creator? Does he or she have any say in the Trust?

Can I be the only Trustee or must there be more than one person?

What occurs to the Business Trust when both Trustees pass away (assuming you are married)?

Can a Successor Trustee be changed due to unforeseen circumstances?

I live in a high income tax state. Can a Business Trust be legally domiciled in a tax free state, like WY? If so, how? Must banking be limited to that state only come RV time?

Who owns my Business Trust?


2/3/2017 Bus. Trust Conf. Calls #54 w/Carol Werelius Online Replay Link 36min

BUSINESS TRUST CALL FEB 3, 2018

I know many of you have questions about operating the Trust. While we provide an operations guide in the included Book 4, it doesnít cover everything. As I mentioned on our last call, we are working on a by invitation members only website. My webmaster has run into a few issues, but assures me it will be done before our next scheduled call. It is full of instructions, back up material, sample minutes, etc. I will send you all an invitation as soon as its ready. In the meantime, perhaps we can answer some of the questions I have recently received.

We have heard about statutory trusts, grantor trusts, Wyoming trusts, revocable and irrevocable trusts, even a skeleton trust that the bank may provide. Why is the Business Trust so superior to any of those other entities?

Weíve heard that our government is fixing to change back to 1871 and common law and every statutory law since then eliminated....so, are we going even need a trust anymore? IF there even is a IRS, they made this trust to fight corporate, if there is no more corporate why will we need a trust?

I just heard a statement against getting a trust before exchange. He said that we are changing to constitution law or common (merchant) law rules after exchange, that banks and wealth managers will have to abide by original common law rules about banking, etc. Since we have a common law trust that actually pre dates all this incorporation stuff, we are alright correct?

Your Trust documentation states that the "Trust need not be registered in your state unless you are conducting business". If we deposit our currency and start purchasing or moving money around, paying ourselves a salary etc.... are we then "conducting business"? and if so do we at that point need to register it?

In regards to bringing in family members into the trust are they brought in as trustees or what would be their title?

You have mentioned an Abstract of Trust. What is it and do I need one?

My friend does have an Abstract of Trust, but has recently changed the address. What does she need to do about that?

How would someone go about asking a friend with NO info about trusts or the currency exchanges to be his Creator - how does he approach a friend and explain what, why, what their responsibility is, is not, etc?

I got my Trust a long time ago. My Trust says the Exchange consists of $10 and 100 Trust Certificate Units. My friendís Trust, which she got from you, say $21 and 100 Trust Certificate Units. Whatís the difference and do I need to attach the $10 or $21 into the Trust as instructed?

What if I havenít notarized the Trust yet?

What ever money I pay myself as a Trustee it is subject to a 1099 or K-1 income and therefore, reportable on our own 1040 Individual Tax Return each year, right ?

We have recently heard that our exchange would not be a taxable event. So, why would we want to exchange into a Trust, tax free, then pay ourselves money that is taxed? Why do we even a need a Trust?


1/20/2018 Bus. Trust Conf. Calls #53 w/Carol Werelius Online Replay Link 1hr 38min or (712)775-7029 & Pin 213-297-186# or Video

BUSINESS TRUST CALL JANUARY 20, 2018

1. I have some assets IĎd like to protect. Can you help me with that?

2. Iím not familiar with a Business Trust. Do I need to get one from an attorney

3. Iíve heard a lot about other Trusts. They talk about Trustees, managers, protectors and the like. Does your Business Trust have those roles also?

4. Is there anyone else involved?

5. You mentioned an Exchange with the Creator. What am I exchanging?

6. What happens to the Business Trust when both Trustees pass away (assuming you are married)?

7. Can a Successor Trustee be changed due to unforeseen circumstances?

8. How long does the Trust last?

9. Is this Trust difficult to administer on my own, or do I have to call you do everything for me?

10. That sounds great, but can you give me any pointers now? What kind of records do I need to keep?

11. Do I need to write Minutes?

12. Do I have to have meetings?

13 What about a financial statement?

14. What if I need help?

15. Do I need more than one Trust?

16. What is the Multi Trust Program?

17. Does the Trust need its own bank account or can I mix the Trust money with my own?

18. How do I get money out of this Trust?

19. What if I want to buy a new house or car?

20. I donít want to make payments. Why canít the Trust buy the house?

21. What do I do with this Trust while weíre waiting for this RV event to occur?

We hope this will eliminate some of the confusion of what to do with your Trust. It can be as simple or as complicated as you wish. Many of you have made the first step by purchasing a Business Trust. Itís up to you to read and re-read the information we have provided. Now you need to step a little further and learn how to properly use it to your best advantage. We have a whole new world in front of us, itís imperative we do our best to protect our assets for ourselves and for future generations.


1/6/2018 Bus. Trust Conf. Calls #52 w/Carol Werelius Online Replay Link 1hr 38min or (712)775-7029 & Pin 213-297-186# or Video

BUSINESS TRUST CALL JANUARY 6, 2018

1. What is a Business Trust?
2. Iíve heard that the Business Trust is no longer valid? Why are you selling them?
3. How do I get my currency into a Business Trust?
4. Who has control in Business Trust?
5. Who owns the assets of the Business Trust?
6. Why canít I just exchange in my own name and bank account?
7. How do I use the Business Trust? How do I get money out of it for myself and for those I wish to help?
8. Do I need more than one Business Trust?
9. What if I havenít signed my Business Trust yet?
10. What happens to the Business Trust when I die?
11. How do I prevent people outside of my blood related family from taking over the Business Trust at some point?
12. How do I make sure all my children are taken care of?
13. How do I prevent future Trustees or Certificate Holders for pledging or hypothecating the assets of the Trust?
14. Is this RV going to be a taxable event?
15. Carol, you have mentioned that you be retiring six months after the RV. Where do we go for help after youíve retired?
16. What other services/products should I have to complete my estate plan?
 


12/2/2017 Bus. Trust Conf. Calls #51 w/Carol Werelius Online Replay Link 1hr 27min

>What is a Trust?
1. Why establish a trust rather than continue owning currency in your own name & Social Security number?
2. Should I go to an attorney or a bank for a Trust?
3. Do you have a better option?
4. Thereís lots of talk out there about other kinds of trusts. Why is a Business Trust so superior?
5. What is the most significant advantage of a Business Trust over any other kind of trust?
6. Why are Business Trusts so ideal in controlling, vs. personally owning assets?
7. Many people have asked about being their own Trustee. Is this legal?
8. Is there not a conflict of interest in being your own Trustee?
9. What is the difference between an Irrevocable & Revocable Trust?
10. Why arenít banks, attorneys & CPAs more familiar with Business Trusts?
11. Iíve heard that there are 2 kinds of Business Trusts: a Pure Trust and an Associated Type. What is the primary difference between them? Also, what is a complex Trust? Which one will I receive from you?
12. What will be the ďbusinessĒ of your Business Trust?
13. How do your assets get into a Business Trust vs. other kinds of trusts?
14. What do you receive in the Exchange process?
15. Who is this Creator person? Does he or she have any say in the Trust?
16. Can I be the only Trustee or must there be more than one person?
17. What occurs to the Business Trust when both Trustees pass away (assuming you are married)?
18. Can a Successor Trustee be changed due to unforeseen circumstances?
19. How do you enjoy the benefits of taking money out of a Business Trust or use these funds & income with the least amount of personal taxation?
20. Should I put my house, car, boat or motor home in my Business Trust?
21. Can a Business Trust be legally domiciled in a tax free state, like WY? If so, how? Must banking be limited to that state only come RV time?
22. How do you effectively - yet kindly - deal with requests for money and urgent needs?
23. What if you actually wish to gift or make a loan for an apparently legitimate need?
24. Who owns your Business Trust?
25. What about obtaining legal and/or accounting help after the RV?
26. We heard that we should have a separate account for the dinar, apart from other currencies. Does that mean another Trust?
27. What other Estate Planning services do you provide?


11/18/2017 Bus. Trust Conf. Calls #50 w/Carol Werelius Online Replay Link 29min

1. What is a Trust?
2. What is the Uniform Trust Code or Act?
3. What is a Common Law Business Trust?
4. Why arenít Business Trusts well known by most banks, attorneys and accountants?
5. What the difference between Revocable and Irrevocable Statutory Trusts?
6. How does an Irrevocable Business Trust differ?
7. You mentioned that with an Irrevocable Statutory Trust, there is someone else between me and my money, is that the case with the Irrevocable Business Trust as well?
8. Why not?
9. You also mentioned a Creator. Does that person have any authority over my Trust?
10. Do I have to physically give the Creator my assets to put into the Trust? Do they need to know what I have or how much of it I have? How does that work?
11. Please explain some of the history of Business Trusts.
12. When were they first used in this country and the reasons why?
13. What will be the "Business" of my Business Trust? Must I open a real Business?
14. I am single. Do I need more than one Trustee in my Business Trust?
15. What happens to my Business Trust when I pass away?
16. How long will my Business Trust last?
17. Do I need more than one Business Trust now or can I deal with this post RV?
18. Iíve heard that the RV will not be a taxable event on the federal level, but may be on the state level. Can the Business Trust protect me from state taxation?
19. Does that mean I have to move there or go there to open a bank account or do my exchange?
20. Do I need to open bank account before the RV?
21. Who owns the Business Trust?
22. Where can I find legal back up to my questions about the Business Trust?
23. I have heard you talk about a Triple Play. What is it and why do I need one?


10/28/2017 Bus. Trust Conf. Calls #49 w/Carol Werelius Online Replay Link or Video 33min

1. I have some foreign currency that I hope will revalue soon. How do I best protect it? Corporation, Foundation, LLC or Trust?
2. So a Corporation, Foundation, or LLC sounds as if it might be more than I need right now. What about a Statutory Trust?
3. What else would you suggest?
4. I have heard that I can't be the Trustee of my own Trust. Now you're saying I can?
5. I've never heard of a Business Trust. Would an attorney be familiar with it?
6. How do I get my currency into this Trust?
7. With whom do I exchange?
8. What if someone, my banker for instance, asks the business endeavor of the Trust?
9. We talked about Federal taxes, but what about state taxes? My state imposes a state income tax. How will this affect the Trust?
10. You mentioned laws about Business Trusts. Where can I find legal back-up supporting Business Trusts?
11. Do I need more than one Trust?
12. How long does it take to get a Business Trust from you?
13. So, how much does this Business Trust cost?
14. Do I need anything else to complete my Estate Planning Package?


10/14/2017 Bus. Trust Conf. Calls #48 w/Carol Werelius Replay Link 39min

1. What are the primary advantages of exchanging your currencies into a Business Trust pre-RV/CE, rather than personal ownership?
a. The Business Trust owns the currencies, not YOU. You do maintain total and complete control.
b. Consider what could happen if you went to cash in your currencies, and then with this sudden newly realized wealth you suffered a heart attack and collapsed right on the bank floor and died, or you stepped outside and were unfortunately struck by a bolt of lightning, tornado or a speeding car. You and your heirs could be facing a substantial (and totally unnecessary) "haircut," of this new-found wealth.

2. What makes a Business Trust so ideal for my Dinar/Dong vs. other entities; i.e. statutory trusts, LLC's, Corp.'s, 501(c)3's or CRT's?
a. The Business Trust is totally private, and not required to be registered/filed in any state unless one is actively involved in a business.

3. How to operate your Business Trust as the Trustee once established? Specifically, what are the restrictions / limitations, if any?
a. The Business Trust package comes with complete operating instructions.
b. The Trustee(s) may do (or not do) absolutely anything that an ordinary, adult person can do.

4. If you have multiple Business Trusts, is it possible to transfer funds from one Business Trust to another? What are the best methods?
a. There are four methods to transfer assets; gift, sale, exchange or assign. Just like your initial exchange into the first Business Trust, we suggest the exchange method.

5. As a Trustee, what are the various methods to obtain money from your Business Trust post RV/CE? Any limitations / restrictions?
a. As a Trustee, you are entitled to pay yourself a salary.
b. As Certificate Holder, you are entitled to distribution from the Trust, should the Trustee (you) chose to make one.
c. Both of these methods are taxable events.
d. You can also borrow from the Business Trust, which is not taxable. This is what we suggest for purchasing high ticket items like houses and vehicles.
e. The Business Trust can also pay/reimburse your expenses for business related travel, memberships, continuing education, etc.

6. As a Trustee of my Business Trusts, could I ever be held personally liable in the event of a lawsuit, judgment or liens? If so, how?
a. The Trustees shall, in their capacity as Trustees, NOT individually, have and assume only such liability as may attach to the Trust Organizationís properties and assets.

7. If I presently live in a high-income tax state (like CA or NY), how can I legally avoid any state income tax at RV/CE time without moving?
a. We suggest domiciling in an income tax free state.

8. What are the 8 best income tax free states? Why is NV no longer such a wise choice?
a. AL, FL, NH, SD, TX, WA & WY.
b. NV has begun treating Business Trusts like corporations, LLCs, etc., requiring a copy of the Business Trust, state registration and annual filing fees as well as a Registered Agent.
c. Our preferred state in which to domicile the Business Trust is WY.

9. What if any of these 8 states decided to start a state tax? Then what should I do? Is this difficult to overcome?
a. If that were to occur, simply change the domicile to a different tax-free state. You must notify the IRS and document the change with a Minute to the Trust.

10. Will there be any Federal Income Tax come RV/CE time? If so, what might it be? Will the Business Trust be subject to paying this tax?
a. That is unknown at present. Many have theorized that as a currency exchange, it should be tax exempt, but we cannot count on that for sure. Still others have also suggested it might be taxed as capital gains.
b. If the RV/CE is declared a taxable event, the Business Trust is taxed the same rate as a married couple filing jointly.

11. If asked by your banker what your Business Trust is all about, what should be your two-word answer? What's one word you should avoid?
a. Estate Planning
b. Business

12. If I pay myself a Trustee Fee for operating my Bus. Trust, am I not creating personal 1099 income & causing possible double taxation?
a. You would be creating 1099 personal income, but it would NOT be double taxation, because the income you pay to yourself is a deduction to the Business Trust.

13. Of what possible use will my Business Trust be if I never follow through, sign & put it into effect, especially my Successor Trustee?
a. None!

14. Explain the purpose of the extra Certificate pages in the back of my Business Trust binder and when might they be needed/used?
a. Trust Certificates become Null and Void upon the death of the Holder. It is the responsibility of the remaining or Successor Trustees to issue new Certificates.

15. How often should a Board of Trustee Meeting be held and what should it state?
a. Annually, at least. You must note any new business/transactions conducted by the Trustees on behalf of the Business Trust.

16. What kind of tax return does a Business Trust file?
a. IRS Form 1041. The Business Trust is taxed the same rate as a married couple filing jointly.
17. Under current law, what is the maximum dollar limit before incurring a 40% Federal Estate Tax HAIR CUT? Can this be easily avoided?
a. The 2017 exemption is $5.49 million.
b. The Federal Estate Tax comes into effect when a person dies. If the funds are owned by a Business Trust, there is no Estate Tax, because the Business Trust didnít die. The death of the Trustee/ Certificate Holder has no bearing.

18. If major legal and/or accounting issues arise after the RV/CE (and they surely will), where can I obtain the finest help and assistance?
a. Jim has been working a putting together a Brain Trust. The finest legal and tax professionals money can buy. These people will be vetted and more than likely offer discounted rates to our clients.

19. If I sincerely desire to establish a Business Trust but currently lack the funds to do so, what can/should I do?
a. We accept all major credit/debit cards. We also offer a 20% referral fee. So, if you refer 5 fully paid Trust clients to us, you will have earned yours.
20. What other products do you offer?
a. We offer the Triple Play, which consists of a Pour-Over Will, Durable Power of Attorney and Health Care Directive.


9/16/2017 Bus. Trust Conf. Calls #47 w/Carol Werelius Replay Link 46min

Last week we talked about protecting assets by using a Business Trust, so Carol, what is a Business Trust and how do we create one?

1. Where did this Trust get started?
2. You mentioned a Creator, what does he or she have to do with this Trust?
3. I understand that we both have to sign the Trust in front of a Notary, are the signature pages clearly marked?
4. Does the Trust need a tax number or can I just use my Social?
5. If weíre getting an EIN, does that mean you have to look it up to be sure the name Iíve chosen isnít being used by someone else?
6. Is there any waiting period for the Trust to become active?
7. So how does this contract come into being and how do I put my assets into this Business Trust?
8. We have heard that our exchange will not be taxed at the Federal level, but it may be taxed at the state level. I live in state that has a state tax. How do I get around that?
9. Will I have to go to another state to exchange or to open a bank account.
10. How long does this Trust last?
11. So when I die, will the assets of the Trust be part of my estate?
12. Ok, Iíve got the Trust set up, so, do I need more than one Trust?
13. Can I put all of my real estate in the same Trust? What about cars?
14. So the Trust now owns all my currency, hopefully very soon, it will hold lots of money. How do I get money out of it?
15. This sounds kind of complicated, is it?
16. How will I know what to do about record keeping, etc?
17. Will you be around after the RV to answer my questions?
18. Carol, how long does it take to set a Business Trust and how much does it cost?
19. Do you offer any other estate planning services?

9/9/2017 Bus. Trust Conf. Calls #46 w/Carol Werelius Replay Link 38min

1. I have some assets IĎd like to protect. Can you help me with that?
2. Iím not familiar with a Business Trust. Do I need to get one from an attorney?
3. Can you explain some of the terms used in the Business Trust?
4. You said this Trust is irrevocable. Why is that important?
5. Who manages the assets in the Trust?
6. Is there anyone else involved in this Trust?
7. Does anyone else have any access to the Business Trust and the assets in it?
8. How do I provide for my children after I die?
9. So, now that I have a Business Trust, and I've named my Successors, how do I get money out of the Trust?
10. How long does it take to set a Business Trust and how much does it cost?
11. Do you offer any other estate planning services?


8/19/2017 Bus. Trust Conf. Calls #45 w/Carol Werelius Replay Link 45min

1. What is a Business Trust and why do I need one?
2. From where does it derive its power, privilege & benefit?
3. Is the Business Trust revocable or irrevocable and whatís the difference?
4. Under current law, what is the maximum dollar limit before incurring a 40% Federal Estate Tax hair cut? Can this be easily avoided?
5. What are the primary advantages of exchanging your currencies into a Business Trust pre-exchange, rather than personal ownership?
6. What makes a Business Trust so ideal for my currencies vs. other entities; i.e. statutory trusts, LLC's, Corp.'s?
7. Must I exchange all my Dinar/Dong into my Business Trust or can I hold a few notes out for personal use come exchange time?
8. Why do I need to name a Successor Trustee now? Canít I wait? What if I change my mind?
9. If I presently live in a high income tax state (like CA or NY), how can I legally avoid any state income tax at exchange time without moving?
10. What if any of these 8 states decided to start a state tax? Then what should I do? Is this difficult to overcome?
11. Does the Business Trust need to be recorded?
12. Will there be any Federal Income Tax come exchange time? Will the Business Trust be subject to paying this tax? What kind of tax return does a Business Trust file?
13. As a Trustee, what are the various methods to obtain money from my Business Trust post exchange?
14. As a Trustee of my Business Trust(s), could I ever be held personally liable in the event of a lawsuit, judgment or liens? If so, how?
15. If asked by my banker what your Business Trust is all about, what should be my answer?
16. How do I operate the Business Trust as the Trustee once established?
17. Why do I have extra Certificate pages and blank Minutes in the back of my Business Trust binder?
18. How often should a Board of Trustees Meeting be held and what should it state?
19. Of what possible use will my Business Trust be if I never follow through, sign & put it into effect, especially naming my Successor Trustee?
20. If major legal and/or accounting issues arise after the exchange (and they surely will), where can I obtain the finest help and assistance?
21. What other Estate Planning services do you provide?


8/12/2017 Bus. Trust Conf. Calls #44 w/Carol Werelius Replay Link 62min or YouTube Audio (712)775-7029 & Pin 213-297-186# (Then press # for latest replay)

  1. Why establish a trust rather than continue owning currency in your own name & Social Security number?

  2. Thereís lots of talk out there about other kinds of trusts. Why is a Business Trust so superior?

  3. Why are Business Trusts so ideal in controlling, vs. personally owning assets?

  4. What is the difference between an Irrevocable & Revocable Trust?

  5. Why arenít banks, attorneys & CPAs more familiar with Business Trusts?

  6. There are 2 kinds of Business Trusts: a Pure Trust and an Associated Type. What is the primary difference between them? Which one will you receive from us?

  7. What will be the ďbusinessĒ of your Business Trust?

  8. Folks are still calling & asking about being their own Trustee. Is this legal?

  9. Is there not a conflict of interest in being your own Trustee?

  10. How do your assets get into a Business Trust vs. other kinds of trusts?

  11. Once inside, how do you enjoy the benefits of taking money out of a Business Trust or use these funds & income with the least amount of personal taxation?

  12. Can a Business Trust be legally domiciled in a tax free state, like WY? If so, how? Must banking be limited to that state only come RV time?

  13. How do you effectively - yet kindly - deal with requests for money and urgent needs?

  14. What if you actually wish to gift or make a loan for an apparently legitimate need?

  15. What happens to the Business Trust when I die?

  16. Can a Successor Trustee be changed due to unforeseen circumstances?

  17. What about obtaining legal and/or accounting help after the RV?

  18. Is it advisable to initially add other assets into a Business Trust (like real estate) along with foreign currency, or do this later?

  19. We heard that we should have a separate account for the dinar, apart from other currencies. Does that mean another Trust?

  20. What other Estate Planning services do you provide?


7/29/2017 Bus. Trust Conf. Calls #43 w/Carol Werelius & Jim Jenkins Replay Link 44min

7/22/2017 Bus. Trust Conf. Calls #42 w/Carol Werelius & Jim Jenkins Replay Link 35min or (712)775-7029 & Pin 213-297-186#

7/15/2017 Bus. Trust Conf. Calls #42 w/Carol Werelius Replay Link 53min

7/8/2017 Bus. Trust Conf. Calls #40 w/Carol Werelius Replay Link 74min or (712)775-7029 & Pin 213-297-186#

6/24/2017 Bus. Trust Conf. Calls #39 w/Carol Werelius Replay Link 48min

6/10/2017 Bus. Trust Conf. Calls #38 w/Carol Werelius Replay Link 78min

6/3/2017 Bus. Trust Conf. Calls #37 w/Carol Werelius Replay Link 44min

5/20/2017 Bus. Trust Conf. Calls w/Carol Werelius .pdf Transcript of Call

5/6/2017 Bus. Trust Conf. Calls #35 w/Carol Werelius (A Discussion of the Multi Trust Program) Replay Link 54min

4/292017 Bus. Trust Conf. Calls #34 w/Carol Werelius Replay Link 51min

4/22/2017 Bus. Trust Conf. Calls #33 w/Carol Werelius Replay Link 56min

4/8/2017 Bus. Trust Conf. Calls #32 w/Carol Werelius Replay Link 63min

4/1/2017 Bus. Trust Conf. Calls #31 w/Carol Werelius Replay Link 58min

3/4/2017 Bus. Trust Conf. Calls #30 w/ Carol Werelius Replay Link 56min

1/7/2017 Bus. Trust Conf. Calls #29 w/ Carol Werelius Replay Link 62min

12/17/2016 Bus. Trust Conf. Calls #28 w/ Carol Werelius Replay Link 58min

12/10/2016 Bus. Trust Conf. Calls w/ Carol Werelius Replay Link

12/3/2016 Bus. Trust Conf. Calls w/ Carol Werelius Replay Link

11/19/2016 Bus. Trust Conf. Calls w/ Jim Jenkins & Carol Werelius Replay Link

11/12/2016 Bus. Trust Conf. Calls Jim Jenkins & Carol Werelius Replay Link

11/5/2016 Bus. Trust Conf. Calls Jim Jenkins w/ Carol Werelius Replay Link

10/29/2016 Bus. Trust Conf. Calls Jim Jenkins w/ Carol Werelius Replay Link

10/22/2016 Bus. Trust Conf. Calls Jim Jenkins w/ Carol Werelius Replay Link

10/15/2016 Bus. Trust Conf. Calls w/ Carol Werelius Replay Link

9/17/2016 Bus. Trust Conf. Calls Jim Jenkins w/ Carol Werelius Replay Link

9/10/2016 Bus. Trust Conf. Calls Jim Jenkins w/ Carol Werelius Replay Link

8/27/2016 Bus. Trust Conf. Calls Jim Jenkins w/ Carol Werelius Replay Link 72min (Then press # for latest replay)

8/20/2016 Bus. Trust Conf. Calls Jim Jenkins w/ Carol Werelius Replay Link 87min

8/13/2016 Bus. Trust Conf. Calls Jim Jenkins w/ Carol Werelius Replay Link 67min (Then press # for latest replay)

8/6/2016 Bus. Trust Conf. Calls Jim Jenkins w/ Carol Werelius Replay Link 78min

7/23/2016 Bus. Trust Conf. Calls Jim Jenkins w/ Carol Werelius Replay Link 78min

7/16/2016 Bus. Trust Conf. Calls Jim Jenkins w/ Carol Werelius Replay Link 78min

7/9/2016 Bus. Trust Conf. Calls Jim Jenkins w/ Carol Werelius Replay Link 50min

6/25/2016 Bus. Trust Conf. Calls Jim Jenkins w/ Carol Werelius Replay Link 58min

6/11/2016 Bus. Trust Conf. Calls Jim Jenkins w/ Carol Werelius Replay Link 102min

6/4/2016 Bus. Trust Conf. Calls Jim Jenkins w/ Carol Werelius Replay Link 67min

5/21/2016 Bus. Trust Conf. Calls Jim Jenkins w/ Carol Werelius Replay Link 82min

5/14/2016 Bus. Trust Conf. Calls Jim Jenkins w/ Carol Werelius Replay Link 71min

5/7/2016 Bus. Trust Conf. Calls Jim Jenkins w/ Carol Werelius Replay Link 91min

4/30/2016 Bus. Trust Conf. Calls Jim Jenkins w/ Carol Werelius Replay Link 58min

4/23/2016 Bus. Trust Conf. Calls Jim Jenkins w/ Carol Werelius Replay Link

4/17/2016 Bus. Trust Conf. Calls Jim Jenkins w/ Carol Werelius Replay Link


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