Trust Videos Series

For our Trust Members

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As of August 2019 meetings are recorded in two parts: Part 1 Discussion and; Part 2 Excel Sheet review including accounting discussions. Please click the replay you are interested in viewing below.
As of August 2019 meeting forward the notes are in Excel and PDF format.
1) Every new excel sheet contains the previous month’s notes, so trustees only needs the latest excel sheet if the trustee is catching up on these recordings.
2) Once the trustee is using the excel sheet, simply drag into your own excel sheet the new tabs that you wants to use, as we continue our joint studies together from month to month. 3) Or download this month’s excel sheet and delete the old tabs you don’t need.To download, please copy and paste the most recent month’s links listed below into a new window.

Disclaimer: The NLT trustee study group sessions are not intended as legal or financial advice. The host is not an Attorney or CPA and does not offer legal or financial advice. All of us as students do research and share open source information. The private exchanges between us are for personal and educational purposes only and are under the protection of free speech.

  • 2020.03 NLT Trustee Study Group Notes Spreadsheet
  • 2020.02 NLT Trustee Study Group Notes Spreadsheet
  • 2020.02 NLT Trustee Study Group Previous Notes PDF
  • 2020-01-08 – Passing the Buck Ch. 15 & 16 – Trustees and the Law & Privacy Ledgers & Logs spreadsheet or PDF
  • 2019-12-11 Part 1 of 2 – Passing the Buck Vol 1 Chapter 13 & 14 – Trustee Differences & “Trusting” spreadsheet or PDF
  • 2019-11-13 NLT Trust Ledgers & Logs spreadsheet or PDF
  • 2019-04-10 – Randall’s The Trust Manual – Accompanying spreadsheet
  • 2019-06-12 – Passing the Buck Vol. 1, Ch. 1&2, What is a Trust? – Accompanying spreadsheet
  • 2019 -07-10 – Passing the Buck Vol 1 Chapter 3 & 4 – Accompaning spreadsheet or PDF
    The notes for July 2019 are in Excel and PDF format. Choose whichever one you prefer.
  • 2019-14-08 – Passing the Buck Vol 1 Chapter 5 & 6 – Accompaning spreadsheet or PDF
  • Please note: All study group members must purchase their own copy of The Art of Passing The Buck Vol 1. Please purchase here. https://passingbucks.com/books/index.html