2024 Personal Trust Q&A Podcast

Personal Q&A Call 02/12/25


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See the Video Recording here: https://us02web.zoom.us/rec/play/NrrII4BM_bGNk_qpz3b6-3Z5H3zNBW0MAF1AdEB2jkfG3WOE96j-emOFHf0vpw7cUOspxlv2tdHO3_2_.61xKPBQ42WvJTMm8?autoplay=true&startTime=1739379740000

Access the Live Transcript here:
https://otter.ai/u/X6k8X8ABLBGGCNkhMulSin39uzQ?view=summary

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Outline:
- Training Session Cancellation and Rescheduling (1:19)
- Support Package and Personal Updates (2:48)
- Celebrations and FinCEN Reporting Requirement (5:27)
- Tampa Event Details and Trust Trainings (9:08)
- Event Sponsorship and Ticket Prices (16:05)
- FinCEN Reporting Requirement Clarification (16:56)
- Personal Trust and Fulfillment Team Updates (20:41)
- Trustee Address and Renewal Notices (26:24)
- Credit Card Issues and Bill.com Platform (30:54)
- Notary Trust and Property Conveyance (41:07)
- Insurance and Property Management (51:51)
- Final Questions and Closing Remarks (1:02:23)

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