Trillions in wealth are moving between generations, and demand for skilled trustees and trust professionals is climbing with it. But most people learn this work the hard way — by trial, error, and expensive mistakes, often with the IRS watching. This intensive compresses decades of hard-won expertise into two days, so you build a real, fee-worthy skill set without the decade of mistakes that usually comes first.
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Funding a trust on paper but never recording the deed or retitling the asset — so the protection exists only in theory.
Commingling trust funds with personal or business accounts, collapsing the legal separation the trust depends on.
Missing a fiduciary filing or distribution deadline, turning an administrative slip into personal exposure.
Everyone teaching this room does this work for a living. You're not getting a lecture on theory — you're getting the actual methods, language, and judgment they use with real clients.
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The practitioner behind the system. Brenda built JB Income Taxes' trust, entity, and audit-defense practice and the red-flag detection method this training is built on.
Learn Trustee Fundamentals
Gain Confidence with our Specialized Training
Understand Fiduciary Duty as a Trustee
The exact red-flag detection method she's refined over 25+ years — how to read a return, a trust, and a set of entities the way the IRS does, and spot the exposure before anything is filed. You leave able to do the work, not just talk about it.
[Years] practicing · [trust & estate specialty].
How a practicing tax attorney structures revocable vs. irrevocable and grantor vs. non-grantor trusts to hold up under audit — the language, the filings, and the mistakes that get trustees personally liable.
[Years] advising on [entity & charitable structures].
How to design entity and charitable structures that survive scrutiny — and the documentation discipline that separates a defensible plan from a liability.
YEARS OF PRACTICE — BRENDA
COMBINED FACULTY YEARS
AUDITS DEFENDED / TRUSTS STRUCTURED
YEARS OF PRACTICE — BRENDA
Simple vs. complex, revocable vs. irrevocable, grantor vs. non-grantor — what each is for and when it's used.
LLCs, S-corps, partnerships and how they connect to trusts and to a client's tax picture.
Reading a return, a trust, and a set of entities the way an examiner does — where they look first, and why.
Brenda's 25-year system for spotting exposure before anything is filled.
Designing trust and entity structures that hold up — the language, filings, and recordings that make the real.
The sign-off habits that separate a protective structure from a personal liability.
What to do the day a notice arrives — and how to keep a trustee out of the line of fire.
How to package this skill into a service, a fee, and a referral relationship.
The methods themselves — plus a working trustee playbook you keep and use on real files.
The [Certified Trustee Professional] designation — proof you can carry into your own practice.
The judgment to handle real situations — notices, disputes, reconstructions — without freezing.
A network of peers and an invitation into JB's referral system — somewhere to put the skill to work.
Two full days of live training with Brenda Demery & the faculty panel
The complete Trustee Playbook & working templates
The [Certified Trustee Professional] credential on completion
[Meals / materials / recordings — as applicable]
Entry into the JB referral network & alumni community
Is this right for me?
It's built for professionals who want to enter or level up in the trust business — financial pros, accountants, paralegals, advisors, and motivated career-changers ready to do real work.
What exactly do I leave with?
LLCs, S-corps, partnerships and how they connect to trusts and to a client's tax picture.
Is there a guarantee?
Reading a return, a trust, and a set of entities the way an examiner does — where they look first, and why.
Do I need a tax or law background?
No. [Confirm prerequisites.] The intensive is built to take a motivated professional from foundation to capable. The faculty meet you where you are.
What if I can't attend live?
[Replay / make-up policy — recommended: recorded sessions for enrolled attendees.]
What happens after the two days?
You're invited into ongoing mentorship and JB's referral network — so the expertise has somewhere to go to work.
Picture six months from now: credentialed, confident, the professional others call when a trust question comes up — with a skill set that commands real fees, built on a system that took decades to perfect.
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