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SOPHOMORE: BECOME PRIVATE

LESSON 06 : SPC TRUST INSTRUCTIONS


Course
Farah Javed
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A step-by-step micro-learning course on SPC Trust Instructions, guiding learners through the trust structure, key legal documents, and processes essential for reclaiming personal sovereignty and asset control as a Secured Party Creditor.

This comprehensive micro-learning course covers SPC Trust Instructions, focusing on the trust structure as the foundation for lawful asset management and personal sovereignty in the Secured Party Creditor (SPC) process. Learners will explore the fundamental role of trust law, how ownership, control, and liability are separated through the trust, and the reasoning behind operating outside statutory systems. Each module breaks down critical trust documents such as the Abstract of Trust, Declaration of Creation of Pure Trust, Banking Resolution, and more. Through practical case studies and guided resources, students will learn to assemble, execute, and maintain an SPC Trust package, and understand how these structures safeguard privacy, ensure lawful independence, and enable effective asset protection. By the end of the course, participants will have the knowledge and tools to establish and manage their own SPC Trust with confidence and legal integrity.

Here is the course outline:

1. Orientation to the SPC Trust Journey

Kick-off module that frames the SPC Trust as the legal engine for reclaiming personal sovereignty. Learners preview trust law fundamentals and the key documents that will be unpacked throughout the course.

Welcome to Your SPC Trust Journey
Why Trust Law Matters for Secured Party Creditors
Preview of Core SPC Trust Documents
Course Roadmap: How the Modules Interlock
Case Study: First Steps—Sarah Prepares Her SPC Trust
Essay Assessment: Foundations of the SPC Trust Journey
Quiz: Orientation to the SPC Trust Journey
Course Project: Mapping Your SPC Trust Foundation
Group Project: Mapping the SPC Trust Journey

2. Trust Law Foundations in the SPC Process

Explores how centuries-old trust principles underpin the Secured Party Creditor strategy, establishing a private jurisdiction that separates the living being from the legal fiction.

Historical Roots of Trust Law
The Three Trust Parties Explained
Private Contract over Public Statute
Trusts vs. Corporations: Key Differences
Case Study: An Early American Land Trust
Essay Assessment: Foundations of Trust Law in the SPC Process
Quiz: Trust Law Foundations in the SPC Process
Module Project: Demonstrating Trust Law Foundations in the SPC Process
Group Project: Designing a Private Trust for Asset Protection

3. Separating Ownership, Control, and Liability

Demonstrates how the SPC Trust assigns legal title to trustees while beneficiaries hold equitable interest, creating a firewall that shields assets from statutory reach.

The Tri-Partition Principle
Roles in Action: Grantor, Trustee, Beneficiary
Liability Firewall Mechanics
Flowchart: Moving Assets Through the Trust
Case Study: Vehicle Title Held in Trust
Essay Assessment: Understanding the Separation of Ownership, Control, and Liability in SPC Trusts
Quiz: Separating Ownership, Control, and Liability in SPC Trusts
Course Project: Demonstrating the Separation of Ownership, Control, and Liability in an SPC Trust
Group Project: Designing an SPC Trust Asset Transfer Plan

4. Comparing Statutory and Common Law (Pure) Trusts

Contrasts government-created statutory trusts with private common-law trusts, showing why the latter provides maximum autonomy for an SPC.

What Is a Statutory Trust?
Anatomy of a Common-Law (Pure) Trust
Side-by-Side Comparison
Choosing Jurisdiction for Your SPC Trust
Case Study: John Rejects a Statutory Trust
Essay Assessment: Comparing Statutory and Common-Law (Pure) Trusts
Quiz: Comparing Statutory and Common Law (Pure) Trusts
Course Project: Analyzing Trust Structures for SPC Asset Protection
Group Project: Comparing Trust Structures for SPC Autonomy

5. Mapping the SPC Trust Document Suite

Provides a bird’s-eye view of every core document—Abstract, Declaration, Banking Resolution, Minutes, Bill of Sale, and more—and how they interlock to form a legally enforceable trust.

Document Map: Seeing the Whole Suite
Foundational Instruments
Operational Instruments
Transfer & Title Instruments
Case Study: Building a Complete File
Essay Assessment: Understanding and Organizing the SPC Trust Document Suite
Quiz: Mapping the SPC Trust Document Suite
SPC Trust Document Suite: Personal Binder Assembly Project
Group Project: Assemble and Present an SPC Trust Document Suite

6. Abstract of Trust for Third-Party Verification

Guides learners through crafting the Abstract of Trust so banks and agencies can confirm authority without exposing private terms.

Purpose and Audience of the Abstract
Key Clauses Line-by-Line
Drafting Exercise and Checklist
Presenting the Abstract to Banks
Case Study: Opening a Checking Account
Essay Assessment: Demonstrating Understanding of the Abstract of Trust for Third-Party Verification
Quiz: Abstract of Trust for Third-Party Verification
Project: Draft and Present an Abstract of Trust for Third-Party Verification
Group Project: Drafting and Presenting an Abstract of Trust for Third-Party Verification

7. Declaration of Creation of Pure Trust

Walks step-by-step through drafting, notarizing, and executing the Declaration that brings the SPC Trust to life under common law.

Why the Declaration Brings the Trust to Life
Essential Clauses and Jurisdiction Statement
Signing, Witnessing, and Notarizing
Safekeeping Originals and Certified Copies
Case Study: Avoiding Drafting Pitfalls
Essay Assessment: Demonstrating Mastery of the Declaration of Creation of Pure Trust
Quiz: Declaration of Creation of Pure Trust
Course Project: Drafting and Executing a Declaration of Creation of Pure Trust
Group Project: Drafting and Executing a Declaration of Creation of Pure Trust

8. Banking Resolution and Trustee Governance Records

Shows how the Banking Resolution authorizes commercial activity and how well-kept meeting minutes document trustee decisions for ongoing legality.

Banking Resolution: Granting Commercial Authority
Drafting Clear Signature Powers
Minutes of the Initial Trustee Meeting
Ongoing Minutes: Templates and Timing
Case Study: Passing an Audit with Proper Records
Essay Assessment: Demonstrating Understanding of Banking Resolution and Trustee Governance Records
Quiz: Banking Resolution and Trustee Governance Records
Course Project: Drafting and Documenting a Trust’s Banking Resolution and Governance Records
Group Project: Drafting and Documenting SPC Trust Banking Authority

9. Funding and Preserving the Trust Corpus

Covers transferring assets via Bill of Sale and Schedule A, then maintaining privacy, records, and enforcement practices that keep the trust impregnable.

Bill of Sale: Conveying Assets into the Trust
Creating Schedule A: The Trust Inventory
Privacy Protocols for Trust Records
Enforcement and Annual Reviews
Case Study: Safeguarding a Real-Estate Transfer
Essay Assessment: Applying Trust Funding and Preservation Principles
Quiz: Funding and Preserving the Trust Corpus
SPC Trust Corpus Funding and Preservation Project
Group Project: Assembling and Safeguarding a Trust Corpus

10. Course Wrap-Up and Action Checklist

Recaps key takeaways, links each document to its protective function, and provides a concise checklist for implementing and preserving an SPC Trust.

Course Recap: Linking Concepts to Practice
The Annual Maintenance Checklist
Security and Backup Strategies
Resolving Disputes and Enforcing Terms
Capstone Case Study: Five-Year Trust Health Audit
Essay Assessment: Demonstrating Mastery of SPC Trust Maintenance and Integrity
Quiz: Maintaining and Protecting Your SPC Trust
SPC Trust Annual Maintenance and Health Audit Project
Group Project: Annual SPC Trust Maintenance and Health Audit
Study guide
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