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Contract Business Trust Conference Calls
with Carol Werelius

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

Next call Sept. 8, 2018

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 425-276-8229
Text 206-915-4236
Kenmore WA 98028

REPLAYS:

8/18/2018 Contract Trust Conf. Call #65 w/Carol Werelius Audio/Video Replay or (712)775-7029 & Pin 213-297-186#

  1. Can you explain our right to contract, guaranteed by the Constitution?

  2. How does that differ from statutory trusts?

  3. Weíre still hearing Common Law Trust, Contract Trust, Business Trust etc. Whatís the difference?

  4. How is the Contract Trust created?

  5. If Contract Trust now owns the assets, what do I get in exchange?

  6. Who can be Trustee?

  7. Who are the beneficiaries?

  8. How do I get money out of the Contract Trust when I need it?

  9. How do I get money out up front without paying taxes on it?

  10. Is there any way to avoid being taxed on the RV in my state?

  11. Is it difficult to operate the Contract Trust?

  12. Do you offer or suggest additional Trusts?

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

  14. How long does it take to get a Contract Trust from you?

  15. How much does this Contract Trust cost?

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

 

8/4/2018 Contract Trust Conf. Call #64 w/Carol Werelius Audio/Video Replay or (712)775-7029 & Pin 213-297-186#

1. What are the advantages of using the Contract Business Trust?
2. What is involved in creating a Contract Trust?
3. Does the Creator have anything else to do with the Trust?
4. Can I be the only Trustee or can my spouse be a Trustee also?
5. How do we take care of our children with the Contract Trust?
6. How can I be sure the Contract Trust will stay in my family in future generations?
7. I've heard that using a Trust can save me money on taxes. Does this apply to the Contract Trust as well?
8. Is there any way to avoid being taxed on the RV in my state?
9. What's the next step?
10. How do I get money out of the Trust?
11. How do I get money out up front without paying taxes on it?
12. That sounds logical enough. I'm concerned that I'm going to be overwhelmed with the paperwork necessary to keep me out of trouble with the Contract Trust. Do you have instructions about what I have to do to properly operate the Trust?
13. That sounds like a lot of work, is it?
14. You mentioned other Trusts. How many do I need and do I need them now?

Like many of you, I have heard that we must have a Trust when we exchange, so I urge you to be prepared. Typical turnaround time is less than a week, but I expect that to be considerably longer post RV. Our Business Trusts are well priced at only $1495 for a new clients, and $1195 for additional Trusts or family members. We also offer a 20% referral fee for any fully paid new Trust.

7/21/2018 Business Trust Conf. Calls #63 w/Carol Werelius Audio/Video Replay or (712)775-7029 & Pin 213-297-186#

1. What is the difference between Trusts and other Legal Entities based on Common Law, and ones based on Statutory Law?
2. How do I get a started?
3. Who should I name as Creator?
4. I don't necessarily want any of those people to know about my currency. What do I tell them?
5. Do you need to know how much currency I wish to put into the Trust?
6. Will the Creator have any access to the Trust or the Trustís bank account?
7. What if I decide to gift some currency?
8. What if I buy more currency?
9. What are Certificates for?
10. Why do I need to keep Minutes?
11. Why doesnít the Trust name any beneficiaries?
12. What are the tax implications of the RV?
13. If it is not taxed, and I put all of the money in the Trust, I will be taxed when I take it out, right? How do I get money out up front without paying taxes on it?
14. Why donít I just take it all in my own name?
15. How do I get the money from the Trust?
16. Do I need more than one Trust and Can I put other assets into the same Trust as my currency?
17. My Trust is domiciled in Wyoming. Do I need to keep that address?

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6/23/2018 Business Trust Conf. Calls #62 w/Carol Werelius Online Replay or Audio/Video Replay or (712)775-7029 & Pin 213-297-186#


We have heard that we are really close to this RV/CE. I have read that we need to have a Trust. So, what is a Trust?
Why should I establish a Trust rather than continue owning currency in my own name & Social Security number?
Iíve also heard that the bank will set up a skeleton trust for us. So, can I just wait and get a skeleton trust from the bank?
Should I choose a Statutory Trust or Business Trust?
What is the most significant advantage of a Business Trust over any other kind of trust?
Can a Business Trust be either Revocable or Irrevocable? Which is better?
I live in a high income tax state. Can a Business Trust be legally domiciled in another state, for example, one without any state income taxes?
Should I have an address other than my home for the trust?
Are we limited to opening a Business Trust checking account in that state only or can we bank where itís convenient for us as the Trustee?
Is this Business Trust considered by the IRS to be a ďComplexĒ trust? If so, what kind of tax return must it file?
I have heard you talk about a Mother Lode Trust. What is that?
How is the Business Trust created?.
How many Trustees do I need?
Can one trustee act independently from the other?
What happens to the trust when I/we die?
My kids are minors, can I name them as Successor Trustees?
Can I specify that all Successor Trustees be my bloodline descendants?
Is this Trust a Spendthrift Trust?
How do I pick a name?
Do I need to register the trust in my state?
Do I need an EIN?
You mentioned Certificates. Why are there extra Certificates in the back of my binder?
Is the Business Trust difficult to operate?
How do I get money out of the Business Trust?
You mentioned additional Trusts. How are they funded?
Can the trust make investments?
How do I document the trusts activities?
Should I put a limit on how much the trust can spend, and on what?
Who owns the Business Trust?
Can the trust veil be pierced?
Although I plan to keep a low profile, it will probably be noticed that I have some money. How do I handle people who ask for loans, business investments, etc.?
What is a Pour Over Will and why do I need one?


6/9/2018 Bus. Trust Conf. Calls #61 w/Carol Werelius Audio/Video Replay or (712)775-7029 & Pin 213-297-186#


We appear to be so close to our long awaited RV. Why do I need to get a Business Trust now?
You mention Business Trusts. What is the difference between a Business Trust and any other type of trust?
As a Trustee of my Business Trust, could I ever be held personally liable in the event of a lawsuit, judgment or liens?
How does my currency get into a Business Trust?
I thought you said we were in control of the Business Trust? What about the Creator you just mentioned?
How do I get money out of my Business Trust?
Is there any way to legally avoid any state income tax at RV time?
Wonít I create a taxable situation when I take money out?
Is the Business Trust difficult to operate?
How do I take care of my family?
If this is a Business Trust, do I have to start a business?
Should I open a bank account for this Business Trust in anticipation of the RV?
Explain the purpose of the extra Certificate pages in the back of my Business Trust binder.
How often should a Board of Trustee Meeting be held?
How do I get additional currency into my current Business Trust?
Is my Business Trust it still valid if I havenít signed it?
What do I tell people if they want to borrow money or have me fund their project or pay their bills?
We have heard that we should have a separate account for the dinar, apart from other currencies. Does that mean another Trust?
Do you create additional Trusts or other estate planning services?


5/12/2018 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?


4/28/2018 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?


4/14/2018 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

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

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

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

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

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?

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

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

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)

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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