See the Video Recording here: https://zoom.us/rec/play/od6tGyfTAATY3mrTkoE6bAryclTFdpl5rJKoCckwOt6vo5JX8yYcbwMwx-9KoYA3GNpQrMn8vgwbwId7.ZApXKClR4SwIbkTo?autoplay=true&startTime=1695658175000

Access the Live Transcript here: https://otter.ai/u/l1T55jt59rtkhtefgLW50mAERSI?utm_source=copy_url

Looking to invest in life insurance and leverage your Trust? 

• Email Ben at [email protected], or use the link below to receive your free quote!
• Get your free quote here: https://www.abundancegroup.com/insurance

Instructions for setting up a Wyoming LLC can be found here:

• How to Set up a Wyoming LLC

Website: www.abundancegroup.com/wyllc
Contact: Dave Davies
Email: [email protected]
Phone: (505) 250-6607

Outline:
-Trusts, family, and celebrations. (0:00)
-Trusts, taxes, and business structures. (5:07)
-Setting up a Wyoming LLC for a family Trust. (13:46)
-Tax return calculations and deductions. (21:01)
-Taxes and Trusts with financial advisor. (28:16)

See the Video Recording here: https://zoom.us/rec/play/UbT1rIdtO_NqvznFS4wWYRAJkv7fkvhW2IwgAuZC8tQgbcQtNHzPS5GV_5DK8pNfBNLlB76tFGVVCCD5.rDx-dN9XzGTThiNu?autoplay=true&startTime=1695053242000

Access the Live Transcript here: https://otter.ai/u/AfPgTlevmytbXPLquOV3dgoT81o?utm_source=copy_url

Looking to invest in life insurance and leverage your Trust? 

• Email Ben at [email protected], or use the link below to receive your free quote!
• Get your free quote here: https://www.abundancegroup.com/insurance

Instructions for setting up a Wyoming LLC can be found here:

• How to Set up a Wyoming LLC

Outline:
-Mission calls and foundation setup. (0:06)
-Bonds for Trust investments in California and South Dakota. (3:01)
-Gift tax changes and accounting questions. (6:04)
-Taxes and accounting for a Business Trust. (21:29)
-Trusts, taxes, and Medicaid planning. (36:37)
-Accounting for cash sale and shares in a Business Trust. (47:19)

See the Video Recording here: https://us02web.zoom.us/rec/play/vtL9AXXMNDgiFqdavN6ZK1yxXwi5h_txJyjtIAUSVrV7ykNx-KjELLRcm_Mh8NT0Sgn14t5pt6hwHvb_.uVckE3nGddY1BpmN?autoplay=true&startTime=1694448209000

Access the Live Transcript here: https://otter.ai/u/NEt6H7BwweHpAEjR_u6vVxOJKwM?utm_source=copy_url 

Looking to invest in life insurance and leverage your Trust? 

• Email Ben at [email protected], or use the link below to receive your free quote!
• Get your free quote here: https://www.abundancegroup.com/insurance

Instructions for setting up a Wyoming LLC can be found here:

• How to Set up a Wyoming LLC

Outline:
-Do Business Trusts and Foundation lend funds for real estate purchases? (0:02)
-How to avoid self-dealing. (6:01)
-The operational rules for Land Trusts. (13:15)
-Do I have to leave the funds alone for a year? (22:57)
-What happens upon the termination of the Trust? (30:19)
-How to use the South Dakota address. (38:59)
-Do you have a question about personal taxes? (44:21)
-Connections to the NCSPT. (51:23)
-Fees and fees. (1:00:43)
-The interest that the Trust is paying to the Trustee. (1:06:42)
-The difference between a Trustee and a Beneficiary. (1:14:02)

See the Video Recording here: https://us02web.zoom.us/rec/play/epDrPbQdkY-MzLscxd5dvUAPHLOMfDbv7nxj4d6Lv05GEw6L1rDKj2psIK5OOInNHwv741pBa-jhl9xp.5cfIBOJBNzUordX6?autoplay=true&startTime=1692633819000

Access the Live Transcript here: https://otter.ai/u/uZR9Bh_JcKmW7eMjXAYOX_3FGys?utm_source=copy_url 

Looking to invest in life insurance and leverage your Trust? 

• Email Ben at [email protected], or use the link below to receive your free quote!
• Get your free quote here: https://www.abundancegroup.com/insurance

Outline:
-Who signs on the Waiver of Notice? (0:02)
-What does it mean to distribute the income? (7:33)
-The initial interest holder is always the Personal Trust. (15:32)
-The value of the units. (23:59)
-Understanding the Deferred Compensation Trust. (32:46)
-Liability and liability of the Trustee. (43:20)
-Do you need to register your foundation? (50:37)
-Lending against the property to enhance the homestead exemption. (58:02)

See the Video Recording here: https://us02web.zoom.us/rec/play/WvtB6YlHl9qd2s1Gmn4OVdXVQe9TQ4UvzeMHZUAH2CtILXsg3-LpfSjRIlqy389Fym88Tuuv72F3bAC_.QYCX9YLlLEquAVO6?autoplay=true&startTime=1692028992000

Access the Live Transcript here: https://otter.ai/u/0nJoMDOzdbAayD_xc8lOZeIaZV0?utm_source=copy_url

Looking to invest in life insurance and leverage your Trust? 

• Email Ben at [email protected], or use the link below to receive your free quote!
• Get your free quote here: https://www.abundancegroup.com/insurance

Outline:
-Nursing home care eligibility requirements. (3:11)
-Capital gains.. (11:26)
-Selling the property and creating a Land Trust. (18:01)
-Distribution of capital gains to investors. (25:10)
-Do we need a separate business account for cash? (31:51)
-Returning the money to the Personal Trust. (38:26)
-Lending money vs. lending equity. (45:32)
-Why are there no files in my Sharefile? (51:55)

See the Video Recording here: https://us02web.zoom.us/rec/play/u7lbgsGMgxXWYL356lAE9Uetqc-Soa_TlAb1t4rRw0p0VGkE5gvHy389qlM_dGE9sgwcRFgC0T0AP8J5.YghGaJYEUi5LU3iF?autoplay=true&startTime=1691424391000

Access the Live Transcript here: https://otter.ai/u/hl_Tvd8wQzbR6J_6vwC1-10XQq8?utm_source=copy_url 

Looking to invest in life insurance and leverage your Trust? 

• Email Ben at [email protected], or use the link below to receive your free quote!
• Get your free quote here: https://www.abundancegroup.com/insurance

Outline:
-How to find the instructions for decanting a Land Trust. (5:56)
-Define the beneficiary's name. (13:22)
-When will you introduce personal access to the Trust platform? (21:45)
-Sample mission statement for you. (29:53)
-Increase the purchase price by 20k. (35:54)
-Desserts at Hard Rock. (41:13)
-Kids involved in the business. (49:56)

See the Video Recording here: https://us02web.zoom.us/rec/play/pS529G2_WkDN2cH_rcvcIz4JtwXqObOlYRMII9WQZGeeikPs0wrabTM9blb8K2ODvVskNDLBEedrsN22.g0orgl__hSWOG4Hr?autoplay=true&startTime=1690819563000

Access the Live Transcript here: https://otter.ai/u/FjxQt4VRZeeg4k8jTMHI5At7Sls?utm_source=copy_url 

Looking to invest in life insurance and leverage your Trust? 

• Email Ben at [email protected], or use the link below to receive your free quote!
• Get your free quote here: https://www.abundancegroup.com/insurance

Outline:
-How did the event go? (4:00)
-Automation for the new trust. (10:08)
-Do we have to do a waiver of notice? (15:11)
-The difference between a business and a foundation. (22:42)
-Setting up a division of the trust. (26:27)
-The demand note for a personal trust. (33:59)
-Wyoming Private Trust Company. (38:45)

See the Video Recording here: https://us02web.zoom.us/rec/play/z2r9zuaPmHPduonbS9G3KbkXLYFlzFEV2ks21WqK8GaFyVg4MQr7g1JffY-FimhQVG6fiWutRa7VQP_E.hX3sHUHh644RvHJ3?autoplay=true&startTime=1689610109000

Access the Live Transcript here: https://otter.ai/u/L8bXfIyQCaGBkPT5AnEJB68JcmU?utm_source=copy_url

Looking to invest in life insurance and leverage your Trust? 

• Email Ben at [email protected], or use the link below to receive your free quote!
• Get your free quote here: https://www.abundancegroup.com/insurance

Outline:
-The importance of having an attorney as a Trust Protector. (3:13)
-Transitioning intellectual property into a Trust. (5:19)
-Setting up a trust for estate planning. (9:45)
-Limitations of a private foundation grant. (15:42)
-The importance of having a Wealth Advisor. (17:56)
-Mark’s background in the field. (22:12)
-Mark’s background and how he got started. (24:15)

See the Video Recording here: https://us02web.zoom.us/rec/play/2KUy1PuOcJ1wzMgnolOWiaFZWVpyz7Vp2O7Ryvn-J2ZoaQlVOm_ovjXFPGdyePgpOvavwkx0lxCoBNnx.x2gz8icZk3KigDIf?autoplay=true&startTime=1689005079000

Access the Live Transcript here: https://otter.ai/u/mfSbNFL40yWqvcbR0Sp8JFVnb0w?utm_source=copy_url

Register for our first Annual Mastermind and Networking Event here: https://www.abundancegroup.com/2023event

• CONFIRM YOUR ATTENDANCE HERE: https://www.abundancegroup.com/2023confirm

Looking to invest in life insurance and leverage your Trust? 

• Email Ben at [email protected], or use the link below to receive your free quote!
• Get your free quote here: https://www.abundancegroup.com/insurance

Important Documents from this Call:

• Appt and Removal of Successor Divisional Trustee: https://docs.google.com/document/d/1tuaMTs3-yk2aWOKq3dFkrBoalLN3_Zmuxd7Vsz0kguM/edit
• Removal of Divisional Trustee: https://docs.google.com/document/d/11PIKLlHdTt-Ahq6r8C-W-XdX3JmEE-XC5lxjeswMd0g/edit

Outline:
-Business trust vs. Foundation. (0:00)
-Creative ways to deal with backpedaling. (3:38)
-How to get reimbursed for your mileage? (8:43)
-Ownership of the shares. (12:28)
-What prompted the change in thinking? (17:34)
-How does Danish tax law work on gifts? (24:55)
-Removing the successor trustee. (29:10)
-Selling a property to a trustee. (36:00)
-Appointment and removal of a divisional trustee. (47:54)

See the Video Recording here: https://us02web.zoom.us/rec/play/7PWsqONrY6IEBELNyUn43SBaFgvb8MzJLksWf9L5chmZSia76oF8ijEMr84w1jHgqmONE5kxXIjo-8Iw.-Jml_oGvyOeZgyUy?autoplay=true&startTime=1687190533000

Access the Live Transcript here: https://otter.ai/u/c308LdKU2Dvx3U2-Hj_L16DMCQY?utm_source=copy_url

 Register for our first Annual Mastermind and Networking Event here: https://www.abundancegroup.com/2023event

• There are a limited number of rooms blocked for the event with discounted rates available. Please book your room sooner than later to guarantee these rates!
• CONFIRM YOUR ATTENDANCE HERE: https://www.abundancegroup.com/2023confirm

Looking to invest in life insurance and leverage your Trust? 

• Email Ben at [email protected], or use the link below to receive your free quote!
• Get your free quote here: https://www.abundancegroup.com/insurance

Important Documents from this call:

• Establishing a Wyoming LLC: https://www.abundancegroup.com/wyomingllc
• Operating Your Trust - Real Estate: https://drive.google.com/drive/folders/1sSQb_8N4zZB75OMbd7Abj4XJ9nZtS0yX?usp=sharing
• Waiver of Notice (Please download before making changes!): https://docs.google.com/document/d/15HHnnyfrL3EyxY0ssKV8zrFZp3viSREz/edit
• Trustee Personal Use Lease: https://drive.google.com/file/d/1YgijDGUpB9d8kxv3BLz6r7LMQCAdqQAL/view?usp=sharing
• Thinking of investing in a Private Family Foundation? Watch this video for more information: www.abundancegroup.com/foundations

Outline:
-Why does it have to be a divisional Trust? (6:18)
-Shareholders vs. Beneficiaries. (13:04)
-Benefits of a trustee. (21:42)
-Is passive income considered income. (27:44)
-The difference between a deed and a bill of sale. (35:11)
-Why we can’t send the deeds to a Land Trust? (40:06)
-The benefits of having a Land Trust. (48:52)
-Beneficiaries. (56:00)
-Selling the business to a Trust. (1:07:02)
-The problem with a Private Family Foundation. (1:13:00)
-The difference between a Private Family Foundation and a Charitable Trust. (1:22:03)
-The benefits of having a Private Charity. (1:27:39)