2024 Personal Trust Q&A Podcast

Personal Q&A Call 01/08/25


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See the Video Recording here:
https://us02web.zoom.us/rec/play/ah9tCuHAKEagru3cOOpwnVSpIcvY63CS4bSUkBL-Tb9DZ1i1p1c13ou7oJK7pzQaT1UXw5AL00G5-86a.7U-OTHHft3tzeHDa?autoplay=true&startTime=1736355858000

Access the Live Transcript here:
https://otter.ai/u/fWjvaIUZOazvsNO-cp4onilpXdk?view=summary

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Outline:

- Wendy's Retreat and Business Updates (3:23)
- FinCEN Updates and Notarization Services (5:53)
- Minnesota Tax ID and Trust Management (9:13)
- Property Sale Issues and Certificate of Trust (18:30)
- Client Portal and Slack Integration (21:20)
- Feedback on Slack and Training (38:31)
- Fulfillment Changes and Contact Information (39:40)

...more
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2024 Personal Trust Q&A PodcastBy Abundance Group Trust