Course curriculum

  • 1

    Introduction to Trust Course

    • Introduction to Dan

    • Workbook - Introduction to Trusts

    • Why Use Trusts

    • Workbook - Why Use Trusts
  • 2

    Trust Concepts

    • What is a Trust?

    • Workbook - What is a Trust?

    • History of Trusts

    • Workbook - History of Trusts

    • Equitable vs Legal Title and UTC

    • Workbook - Equitable vs Legal and UTC

    • Types of Trusts

    • Workbook - Types of Trusts

    • Essential Express Trust Elements

    • Workbook - Essential Express Trust Elements
  • 3

    Basic Creation of Trusts

    • Basic Creation of Trusts

    • Workbook - Basic Creation of Trusts
  • 4

    Other Legal Concepts

    • Other Legal Concepts

    • Workbook - Other Legal Concepts
  • 5

    Deeds and Title

    • Deeds and Title

    • Workbook - Deeds and Title

    • Quit Claim Story
  • 6

    Land Trusts

    • Main Concepts

    • Workbook - Main Concepts

    • Creation of Trust - Selection of Trustee

    • Workbook - Creation of Trust - Selection of Trustee

    • Creation of Trust - Naming a Trust

    • Workbook - Naming a Trust
  • 7

    The Land Trust Agreement

    • The Land Trust Agreement (Part 1)

    • The Land Trust Agreement (Part 2)

    • The Land Trust Agreement (Part 3)

    • Workbook - The Land Trust Agreement
  • 8

    Operation of Land Trust

    • Operation of Land Trust (Part 1)

    • Operation of Land Trust (Part 2)

    • Operation of Land Trust (Part 3)

    • Workbook - Operation of Land Trust
  • 9

    Estate Planning & Other Trusts

    • Estate Planning & Other Trusts

    • Subject To

    • Workbook - Estate Planning & Other Trusts
  • 10

    Documentation Section

    • Complete Workbook

    • You should type your own Forms

    • Quick Document Overview

    • Sample Trust Worksheet

    • Sample Trust Agreement

    • Sample Appointment of Trustee

    • Sample Appointment of Director

    • Sample Appointment of Co-Trustee

    • Sample Deed Addendum

    • Sample Trust Affadavit

    • Sample Assignment of Beneficial Interest

    • Sample Letter of Direction

    • Sample Direction of Proceeds (When Selling)

    • Sample Warranty Deed Into Trust

    • Sample Trust Agreement ('Approved' by Integrity Title)

    • Sample Certification of Trust ('Used' by Integrity Title)

    • Sample Personal Property Trust

    • Sample Personal Property Trust Affadavit

    • Sample Living Trust
  • 11

    Bonus - Class Exercise - Example

    • Class Exercise (Part 1)

    • Class Exercise (Part 2)

    • Class Exercise (Part 3)

    • Workbook - Class Exercise

  • 12

    Bonus - State Specific Statutes

    • State Specific Statues

    • WorkBook - State Specific Statues

Instructor(s)

Dan Bryan

Senior Instructor

Dan Bryan became a full-time real estate investor and acquired his real estate broker's license in 2003. He specializes in short sales and has assembled a team of agents and negotiators who work together to get them done. Dan’s hallmark is in finding the creative financing technique that will get the deal done, and has bought/sold/traded numerous parcels of real estate - homes, mobile homes and land - using creative and non-traditional techniques without institutional financing. Instead, Dan uses seller financing, private loans, hard money, subject to, leases, options, exchanges, notes, joint ventures and combinations of the above for buying and selling properties.Prior to his career in real estate investing, Dan for many years ran a successful electrical contracting business. Dan has held an electrical contractor’s license since 1984 when, at age 21, he was the youngest person to pass the electrical contractors exam in St. Louis County. In 1994, he also obtained his plumbing contractor’s license. This knowledge has made him an expert in fixing and rehabbing houses, and many of his real estate transactions still involve some rehab, where he buys, fixes and resells or rents out the property.Dan was also involved running and building the most active real estate investor group in St Louis, known as “The Street” REIA, and continues to serve on their board. Many local investors & real estate syndicators tap Dan for his knowledge in structuring complicated real estate transactions and joint ventures, including how to effectively use trusts in holding title to real estate and other unusual real estate situations.

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