Learn how the Wealthy stay wealthy for Generations . . . . with Trusts!

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·    TRUST 301 CLASS

The Fearless Floyd Show © presents: Ann LeFlore – On Trusts Series ©

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Thank you, Fearless Floyd



P.S. Did you know that Ann LeFlore wrote a Book/Manual on Revocable and Irrevocable Trusts?

Learn how the Wealthy stay wealthy for Generations . . . . with Trusts!

 

Ann LeFlore – On Trusts ©

How to Create and Operate a Revocable and/or Irrevocable Trust

eBay: 
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Revocable and Irrevocable Trusts, Banking, Stocks/Bonds, Deeds, Transfers, POAs, Meetings/Minutes, Checkbook Ledger, Final Will, and much more.

 

Instructions for Templates and Instructions to Operate in Trust for Everything, with Examples included.

 Written and Edited by Ann LeFlore ©

 Cover by Floyd Pleasant Tarvin IV ©

 © 2023 Ann LeFlore © & Floyd Pleasant Tarvin IV ©

 

The Fearless Floyd Show ©

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© 2023 The Fearless Floyd Show ©

 

Published by The Fearless Floyd Show ©

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Library of Congress Cataloguing-in-Publication Data is available.

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FOREWORD

 

I have been blessed, fortunate, and honored to have worked with Ann LeFlore since September 2022, in educating as many individuals willing to learn as Possible. Her tenacity, depth of research, and product are testaments to Ann’s dedication towards her fellow wo/man in everything she focuses on. The backbone and brain behind the COVID-19 Counter-Offensive, Bonds for the Win, encompassing grieved mothers mostly, Protecting their children from the lunacy of terms, conditions, and mandates school children faced in lieu of a “public education” – potentially crippling, or even deadly.

 While Michelle Klann was the face and spokeswoman, Ann was behind the scenes cranking out strategies, processes, remedies, and more. In this interim, Ann and I have had a blast meeting all the new individuals on this journey, and new adventures await us both. Ann has been appointed the Director of Humanitarian Projects for the South Pacific, for a private worldwide

Humanitarian Foundation. While I doubt this is a “swan song” by any means, I’m sure that Ann will continue to write, educate and leave the World a better place than when we got here.

 Ann is currently focused on fraudulent Real Estate transactions in the States. Her research has uncovered thousands of instances of fraud in the Real Estate transactions she has investigated. Her Telegram Group is: Stop Foreclosures. Here is your one-stop to Create, Operate, get an EIN, Open a Bank Account, and begin to operate “in Trust” and utilize the Trust to operate and benefit therefrom – it’s all here in this one book – Revocable and Irrevocable Trusts.

 

“Fearless” Floyd Pleasant Tarvin IV ©

July 2, 2023

 

DEDICATION

 

This book is dedicated to all the wonderful people I have met along this journey to find our freedom, truth, and happiness in this beautiful place we call our home. You have all inspired me in more ways than you can ever imagine. You are all the true hearts and souls of this wonderful world we live in. Never forget who you are and why we are here.

      As we all move through our lives know that each one of you has touched my life with joy and happiness. When we all started this journey we never imagined that our lives would take such a change. That we would be out there fighting for our freedom, life, love, and happiness. We are all true warriors of the light that we shine on this world we live in.

    Who knows where our next great adventures will take us on this journey to trust and freedom? Just know that we are all here to make this world a better place. We are here to live in love and happiness.

 

I’d like to thank Michelle Klann for believing in me and following my dream to free our children from the horrors of the mask. All the great Mama Bears stood up and fought against these school boards to free their cubs from wearing masks and allowing them to breathe fresh air once again. Floyd, it has been an amazing adventure. Boy, we have had some good laughs and spread so much truth to the masses. You are one amazing person that has overcome so much and can still sit there and laugh and joke about it all.

 

To all the others Mitch, Kelly, Gaston, John, James, Liquor, and many who I have not named here thank you for believing in me. You all have trusted me with your lives and fighting this injustice we are all facing today. You have won and become victorious and are now standing there helping others to break free from the grips of all of this. You all are amazing people and have touched my life more than you know. We will all meet again when the time is right. Until then keep fighting and keep shining your bright lights for all to see.

 

Ann LeFlore ©

 

 

TABLE OF CONTENTS

 

PART 1: REVOCABLE LIVING TRUST ..................................................... 12

Revocable Living Trust Documents Instructions ........................................ 13

JOHN DOE REVOCABLE TRUST AGREEMENT ..................................... 14

Revocable Living Trust Example 2 ............................................................. 24

THE JOHN DOE REVOCABLE LIVING TRUST ........................................ 25

EXHIBIT “A” ................................................................................................ 46

DECLARATION OF TRUST ....................................................................... 52

ASSIGNMENT OF PERSONAL PROPERTY ............................................ 53

SUMMARY OF ESTATE PLANNING PROVISIONS ................................. 54

Revocable Living Trust Example 3 ............................................................. 61

TRUST NAME REVOCABLE LIVING TRUST ........................................... 62

Schedule A Instructions ............................................................................. 77

SCHEDULE A ............................................................................................ 78

Schedule B Instructions ............................................................................. 79

SCHEDULE B............................................................................................. 80

Beneficiary Schedule Instructions .............................................................. 81

BENEFICIARIES SCHEDULE .................................................................... 82

Trust Minutes Instructions ........................................................................... 83

TRUST MINUTES JOHN DOE REVOCABLE LIVING TRUST ................... 84

TRUST MINUTES JOHN DOE REVOCABLE

LIVING TRUST EXAMPLE 2 ………………………………………………..…. 85

Checkbook Ledger Instructions .................................................................... 88

CHECKBOOK LEDGER JOHN DOE REVOCABLE LIVING TRUST........... 89

Trustee or Co-Trustee Appointment Letter Instructions ............................... 90

TRUSTEE OR CO-TRUSTEE APPOINTMENT LETTER ............................ 91

Trustee Affidavit of Acceptance Instructions................................................. 92

TRUSTEE AFFIDAVIT OF ACCEPTANCE ................................................. 93

Trustee Assignment Schedule Instructions ................................................. 95

TRUSTEE ASSIGNMENT SCHEDULE ...................................................... 96

Hold Harmless and Indemnity Agreement Instructions ............................... 97

HOLD HARMLESS AND INDEMNITY AGREEMENT................................. 98

 

PART 2: BANKING ................................................................................... 100

Certification of Trust Instructions .............................................................. 102

CERTIFICATION OF TRUST ................................................................... 103

CERTIFICATION OF REVOCABLE LIVING TRUST EXAMPLE 2 .......... 107

Trustee Appointment Letter Instructions................................................... 110

TRUSTEE APPOINTMENT LETTER ....................................................... 111

Appointment Successor Trustee Instructions ........................................... 112

APPOINTMENT SUCCESSOR TRUSTEE .............................................. 113

Trustee Affidavit Instructions..................................................................... 115

TRUSTEE AFFIDAVIT ............................................................................. 116

 

PART 3: TRANSFER FUNDS TO THE TRUST  ...................................... 119

Assignment of Bank Account Instructions ................................................ 120

ASSIGNMENT OF BANK ACCOUNT....................................................... 121

Employer’s Change of Wage Transfer Instructions .................................. 124

EMPLOYER’S CHANGE OF WAGE TRANSFER .................................... 125

Social Security Change of Accounts Instructions ..................................... 128

SOCIAL SECURITY CHANGE OF ACCOUNT ........................................ 129

Retirement Change of Accounts Instructions ........................................... 132

RETIREMENT CHANGE OF ACCOUNT ................................................. 133

Exercising the First Right of Appropriation Instructions ............................ 136

EXERCISING THE RIGHT OF APPROPRIATION ................................... 137

Notice of Assignment and Instructions of Payment Instructions ............... 140

NOTICE OF ASSIGNMENT INSTRUCTIONS FOR PAYMENT................ 141

Assignment of Wages Instructions ............................................................ 143

ASSIGNMENT OF WAGES ...................................................................... 144

Trust Funding Letter Instructions .............................................................. 146

TRUST FUNDING LETTER....................................................................... 147

Memo to Banks & Credit Unions Re-titling Personal

Cash Accounts into Living Trust Instructions ............................................ 149

MEMO TO BANKS & CREDIT UNIONS RE-TITLING

PERSONAL CASH ACCOUNT INTO REVOCABLE LIVING TRUST ...... 150

Change Account Title to Grantor Revocable Living Trust Instructions ..... 155

CHANGE ACCOUNT TITLE TO A GRANTOR

REVOCABLE LIVING TRUST .................................................................. 156

 

PART 4: INTERESTS, RECORD ACT, & BONDS ................................... 158

Capital Interest Shares Certificate Instructions ......................................... 159

CAPITAL–INTEREST SHARES CERTIFICATE ....................................... 160

Beneficial Interest Share Certificate Instructions ....................................... 162

BENEFICIAL INTEREST SHARE CERTIFICATE ..................................... 163

Trust Record Act Instructions .................................................................... 165

TRUST RECORD ACT .............................................................................. 166

Bond Instructions........................................................................................ 167

BOND ........................................................................................................ 168

Indemnity Bond Authorized Representative Instructions .......................... 170

INDEMNITY BOND AUTHORIZED REPRESENTATIVE ......................... 171

Non-Recourse, Non-Negotiable Promissory Note Instructions ................. 173

NON-RECOURSE, NON-NEGOTIABLE PROMISSORY NOTE .............. 174

 

PART 5: TRUST LETTER  ........................................................................ 176

Notice of Trust Meeting Instructions .......................................................... 177

NOTICE OF TRUST MEETING ................................................................. 178

Authorized Representative Contract Instruction ........................................ 179

AUTHORIZED REPRESENTATIVE CONTRACT ..................................... 180

Letter of Introduction Authorized Representative Instructions ................... 185

LETTER OF INTRODUCTION AUTHORIZED REPRESENTATIVE ......... 186

LETTER OF INTRODUCTION AUTHORIZED REPRESENTATIVE

EXAMPLE 2.....…………………………………………………....................... 188

Limited Power of Attorney Instructions ....................................................... 190

LIMITED POWER OF ATTORNEY ............................................................. 191

Certificate of Power of Attorney Instructions ............................................... 193

CERTIFICATE OF POWER OF ATTORNEY ............................................. 194

Revocation of Power of Attorney Instructions ............................................. 196

REVOCATION OF POWER OF ATTORNEY ............................................. 197

Non-Disclosure and Non-Circumvention Agreement Instructions .............. 198

NON-DISCLOSURE AND NON-CIRCUMVENTION AGREEMENT........... 199

Independent Contractor Agreement Instructions......................................... 201

INDEPENDENT CONTRACTOR AGREEMENT......................................... 202

Acknowledgment of Modification Terms Instructions .................................. 204

ACKNOWLEDGEMENT OF MODIFIED TERMS........................................ 205

Notice of Rescission Instructions ................................................................ 206

NOTICE OF RESCISSION ......................................................................... 207

Right of Rescission Instructions .................................................................. 209

RIGHT OF RESCISSION ............................................................................ 210

Trust Management Agreement Instructions ................................................ 211

TRUST MANAGEMENT AGREEMENT ...................................................... 212

Resignation of Trustee Instructions ............................................................. 216

RESIGNATION OF TRUSTEE..................................................................... 217

Acceptance As Trustee Of Nomination Successor Trustee ........................ 219

ACCEPTANCE AS TRUSTEE OF NOMINATED

SUCCESSOR TRUSTEE ……………………………………………………… 220

Breach of Contract Notice Instructions ........................................................ 222

BREACH OF CONTRACT NOTICE............................................................. 223

Bad Check Notice Instructions .................................................................... 224

BAD CHECK NOTICE ................................................................................. 225

Cancellation of Stop-Payment Order Instructions ....................................... 226

CANCELLATION OF STOP-PAYMENT ORDER ....................................... 227

Dishonored Check Placed for Bank Collections Instructions ...................... 228

DISHONORED CHECK WAS PLACED FOR BANK COLLECTION .......... 229

Notice to Stop Credit Charge Instructions.................................................... 230

NOTICE TO STOP CREDIT CHARGE ....................................................... 231

Stop Payment Order Instructions................................................................. 232

STOP PAYMENT ORDER .......................................................................... 233

 

PART 6: SALES, LENDING & BORROWING AGREEMENT .................... 234

Lease With Option to Buy Instructions ........................................................ 235

LEASE WITH OPTION TO BUY ................................................................. 236

Bill of Sale Purchase Agreement Instructions ............................................. 239

BILL OF SALE PURCHASE AGREEMENT ................................................ 240

Trust Assets Sales Agreement Instructions ................................................ 241

TRUST ASSETS SALES AGREEMENT .................................................... 242

Bailment Agreement Vehicle Instructions ................................................... 247

BAILMENT AGREEMENT VEHICLE .......................................................... 248

Bailment Agreement Property Instructions .................................................. 250

BAILMENT AGREEMENT PROPERTY ...................................................... 251

 

PART 7: DURABLE POWER OF ATTORNEY............................................ 253

Durable Power of Attorney Instructions....................................................... 254

DURABLE POWER OF ATTORNEY.......................................................... 255

 

PART 8: DEEDS ........................................................................................ 264

Deed of Trust Instructions .......................................................................... 265

DEED OF TRUST ....................................................................................... 266

Property Warranty Deed Instructions .......................................................... 271

PROPERTY WARRANTY DEED ................................................................ 272

Quit Claim Deed – Instructions ................................................................... 275

QUIT-CLAIM DEED .................................................................................... 276

Bill of Sale Instructions ............................................................................... 279

BILL OF SALE ............................................................................................ 280

Deed of Gift Instructions ............................................................................. 282

DEED OF GIFT ........................................................................................... 283

 

PART 9: TRUST AMENDMENTS ............................................................... 287

Trust Amendments Instructions .................................................................. 288

TRUST AMENDMENTS ............................................................................. 289

THIRD AMENDMENT TO THE JOHN DOE REVOCABLE

LIVING TRUST …………………………………………………………………. 291

 

PART 10: FINAL WILL ................................................................................ 293

Last Will and Testament Instructions .......................................................... 294

LAST WILL AND TESTAMENT .................................................................. 295

Estate Final Inventory Instructions .............................................................. 301

ESTATE FINAL INVENTORY ..................................................................... 302

 

PART 11: IRREVOCABLE TRUSTS .......................................................... 306

Irrevocable Trust Example 1 Instructions .................................................... 307

IRREVOCABLE LIVING TRUST AGREEMENT EXAMPLE 1 .................... 308

NAME IRREVOCABLE TRUST .................................................................. 309

IRREVOCABLE TRUST EXAMPLE 2.......................................................... 318

This Private Contract and Declaration of Trust ........................................... 319

STANDARD TRUST AGREEMENT EXAMPLE 1 ....................................... 331

ACCEPTANCE OF THE TRUST BY THE TRUSTEE …............................. 339

RELINQUISHMENT OF AUTHORITY ........................................................ 340

SCHEDULE “A” ........................................................................................... 341

SCHEDULE “B” ........................................................................................... 342

SCHEDULE “C” ........................................................................................... 343

UNITS OF BENEFICIAL INTEREST ........................................................... 344

REGISTRY OF TRUST CERTIFICATES & ADDENDUM

TO MINUTES OF INITIAL MEETING OF TRUST NAME TRUST .............. 346

DEED OF TRANSFER ................................................................................ 347

PROTECTORS AGREEMENT ................................................................... 348

TRUST MINUTES ....................................................................................... 349

TRUST ABSTRACT..................................................................................... 351

MEMORANDUM OF IRREVOCABLE TRUST MINUTE.............................. 352

BANKING RESOLUTION MINUTE ............................................................. 355

EXECUTIVE MANAGER’S AGREEMENT MINUTE ................................... 357

TRUST CERTIFICATION MINUTE ............................................................. 359

ADDENDUM TO SCHEDULE “A” PERSONAL PROPERTY ...................... 361

 

 

ABOUT THE AUTHOR

 

Ann LeFlore © Guest Host, Co-Producer. Author, Writer, Speaker, Educator, and Researcher. Ann is an multi-published author of Data Recovery HDD Manuals for various Hard Drive Manufacturers. The backbone researcher for the "Bonds for the Win" movement, now targeting Real Estate fraud. An avid researcher, educator and as always, an "Island Girl".

 

This Book will always have Free updates when a new Digital Edition is created and available in Digital and Analog copies at: TheFearlessFloydShow.com/store

 

To enroll in 24/7/365 All Access to Trust & VCR Classes please visit the Website Store: TheFearlessFloydShow.com/store

 

101 Trust Class – Revocable Living Trust Creation.

201 Trust Class – All you need to know about Deeds.

301 Trust Class – Mortgages & Foreclosures

401 Trust Class – Irrevocable Living Trust Creation.

VCR Experience Class – Use Vouchers, Coupons & Remittances to settle Bills.

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