05 - Street Smart® ASSET PROTECTION and ESTATE PLANNING - Person
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05 - Street Smart® ASSET PROTECTION and ESTATE PLANNING - Person

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Volume 5 - Personal Property Trusts

Taught in plain English, this course makes Trusts easy to understand and use. How to avoid probate, how to protect your assets, how to avoid being a target of lawsuits, how to avoid losing your assets if someone does get a judgment, how to protect your vehicles, stocks, bonds, jewelry and all other investments. A review of the entities with a detailed explanation of why Trusts are your easiest and best front line of defense. A complete system with all of the forms you need to do your own. Studio produced audio and videotapes, detailed Guidebooks and a forms computer disk, tapes include Personal Property Trusts and Living Trusts training. Videotapes are great for parents and children to better understand how and why Trusts should be used.

The contents of the home study system includes the following:

  • PERSONAL PROPERTY TRUST CREATION INFORMATION WORKSHEET
  • PERSONAL PROPERTY TRUST CREATION CHECKLIST – Steps To Take When Placing Personal Property Into Trust
  • INSURANCE CHECKLIST – Steps To Take When Purchasing Or Transferring Insurance On Personal Property
  • PERSONAL PROPERTY PURCHASE AND SALE AGREEMENT
  • ASSIGNMENT OF PERSONAL PROPERTY PURCHASE AND SALE AGREEMENT RIGHTS
  • PERSONAL PROPERTY PURCHASE AND SALE AGREEMENT – Short Form
  • APPOINTMENT OF PERSONAL PROPERTY TRUST TRUSTEE
  • APPOINTMENT OF PERSONAL PROPERTY TRUST SUCCESSOR TRUSTEE
  • APPOINTMENT OF PERSONAL PROPERTY TRUST DIRECTOR
  • DECLARATION OF TRUST AND PERSONAL PROPERTY TRUST AGREEMENT
  • PERSONAL PROPERTY TRUST BENEFICIARIES AGREEMENT
  • DIRECTION TO PERSONAL PROPERTY TRUST TRUSTEE
  • BILL OF SALE INTO PERSONAL PROPERTY TRUST
  • TITLE ADDENDUM
  • AFFIDAVIT OF PERSONAL PROPERTY TRUST
  • TRUSTEE'S CERTIFICATE OF TRANSFER
  • AFFIDAVIT OF NAME
  • PERSONAL PROPERTY TRUST MANAGEMENT AGREEMENT
  • ASSIGNMENT OF BENEFICIAL INTEREST IN PERSONAL PROPERTY TRUST
  • COLLATERAL ASSIGNMENT OF PERSONAL PROPERTY TRUST BENEFICIAL INTEREST
  • PERSONAL PROPERTY TRUST AUTOMOBILE LEASE AGREEMENT
  • PERSONAL PROPERTY TRUST EQUIPMENT LEASE AGREEMENT
  • LETTER TO LENDER: NOTIFICATION OF ESTABLISHMENT OF TRUST
  • LETTER TO LENDER: NOTIFICATION OF APPOINTMENT OF MANAGEMENT
  • LETTER TO TENANT: NOTICE OF SALE OF PROPERTY AND NEW MANAGEMENT
  • PERSONAL PROPERTY TRUST TRUSTEE'S LIMITED POWER OF ATTORNEY
  • NOTICE OF PERSONAL PROPERTY TRUST TRUSTEE RESIGNATION
  • NOTIFICATION OF PERSONAL PROPERTY TRUST TRUSTEE TERMINATION
  • NOTICE OF PERSONAL PROPERTY TRUST DIRECTOR RESIGNATION
  • NOTIFICATION OF PERSONAL PROPERTY TRUST DIRECTOR TERMINATION
  • AMENDMENT TO DECLARATION OF TRUST AND PERSONAL PROPERTY TRUST AGREEMENT
  • EXTENSION OF DECLARATION OF TRUST AND PERSONAL PROPERTY TRUST AGREEMENT
  • TERMINATION OF DECLARATION OF TRUST AND PERSONAL PROPERTY TRUST AGREEMENT
  • UCC-1 GA Form for Uniform Commercial Code Filling for Georgia
  • UCC-1 Form for Uniform Commercial Code Filling – .pdf version
  • IRS Form SS4 – Application for Taxpayer Identification Number – Fillable .pdf
  • IRS Form SS4 Instructions – .pdf file
  • IRS Form 1041 Income Tax Return for Estates and Trusts – Fillable .pdf
  • IRS Form 1041 Income Tax Return for Estates and Trusts Schedule D – Fillable .pdf
  • IRS Form 1041 Instructions – .pdf – 44 pages




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