Road Map Series> Lesson 2>Operate Private — Foundational Course Overview
Course

A micro-learning journey guiding you step-by-step from the public system into the private, empowering you to create and operate Pure Equity Trusts for true ownership, privacy, and control.
Imagine a world where you are no longer just a legal fiction, but a living man or woman with full ownership, privacy, and control over your life and assets. 'Operate Private — Foundational Course Overview' is your guided entry into that world. Through 10 concise, action-oriented modules, you will unravel the secrets of the public versus private divide, master lawful status correction, and gain hands-on expertise in establishing, administering, and operating Pure Equity Trusts. Each module weaves practical storytelling, real-world document walkthroughs, and foundational legal concepts, transforming complex trust structures into an accessible private journey. By the end, you will have not only the tools and forms, but also the narrative confidence to protect your estate, manage your trust, and live privately—becoming the sovereign author of your own story.
Here is the course outline:
1. Entering the Private WorldDiscover why moving from the public realm of licenses and legal fictions into the private arena is the cornerstone of this course. This module frames the entire journey, clarifying the contrast between public and private systems and setting expectations for the transformation ahead. 6 sections
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2. Course ObjectivesThe primary goal of Operate Private is to empower you with the knowledge and tools to lawfully exit the public system and begin operating confidently in the private. 5 sections
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3. Understanding the Trust StructureThe first part of the course introduces the entire Trust Portfolio, beginning with the documents that establish the legal and operational foundation of your Pure Equity Trust. 7 sections
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4. Advanced Trust Portfolio TabsIn this section, you’ll explore the next level of trust administration — learning how to manage, update, and operate your Pure Equity Trust with clarity, documentation, and lawful oversight. These advanced documents strengthen the trust’s legal integrity, preserve privacy, and allow for smooth day-to-day operation while maintaining full control in the private. Each tab introduces key administrative tools that support the long-term success and lawful standing of your trust. 7 sections
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5. Form-Filling and Document ExecutionThis is where Operate Private becomes fully practical and immersive. From this point forward, you’ll step into real-world execution of everything you’ve learned — document by document, line by line. 7 sections
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6. Operations Manual & Day-to-Day Trust ManagementOnce your trust is active, it’s all about upkeep—managing records, staying compliant, and making sure it continues to serve its intended goals. 7 sections
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7. Legal Foundations and Trust Law ConceptsThis section introduces the legal building blocks behind trusts, including how they’re formed, governed, and recognized under law. You'll learn essential concepts like fiduciary duty, equitable ownership, and the role of the trust indenture. Understanding these foundations is key to ensuring your trust is both lawful and effective in serving its purpose. 7 sections
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8. Bookkeeping, Financial Records, and IRS StrategyLearn how to manage your trust’s finances with precision and transparency. This section covers essential bookkeeping practices, proper financial record-keeping, and how to stay aligned with IRS expectations. By staying organized and compliant, you protect the integrity of your trust and ensure smooth operation over time. 7 sections
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9. Key Benefits of the Operate Private CourseDiscover how the Operate Private course empowers you to take control of your privacy, structure, and financial strategy. You'll gain practical tools to shift away from public exposure and move toward more intentional, private operations. This course is designed to build clarity, confidence, and real-world capability—step by step. 7 sections
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10. Summary and Forward PathRevisit the key milestones—status correction, trust creation, administration, and compliance—and chart your personalized next steps toward a fully private, protected, and prosperous life. 9 sections
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