2023 Personal Trust Q&A Podcast

Q&A Call 02/01/23


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See the Video Recording here: https://us02web.zoom.us/rec/play/N6VumcymG_UJ1vfKrfnPeOcfwmT8MxbC3vGBecN4mp--zM6R5foePEPbKrCjiLuueMwlWYKwLBIgDEr1.nyrzU6tkpuBY0Dvx?autoplay=true&startTime=1675270993000

Access the Live Transcript here: 
https://otter.ai/u/JkLnRM9DCZLHuQ1S3E9LNr4SMWk?utm_source=copy_url

Applying for a Credit Card in the name of your Trust:
Divvy - 
https://www.getdivvy.com
Chase Ink Business: https://www.referyourchasecard.com/21n/U4F6BCDH7R

Outline:
-Why can’t a trust be tax-free?
4:08
-The problem with registering the trust in a state.
8:35
-Setting up a business trust for business gifts.
15:29
-Categories of expenses for the trust.
20:21
-The benefits of a debit card.
26:08
-Distribution to the business trust.
33:18
-Transitioning the money to a business trust.
37:53
-Do we need to change the conveyance documents?
43:42
-Loan money to a beneficiary.
50:19
-Personal trust vs. business trust.
57:14
-How many members and trust involved.
1:02:24
-Transitioning into the new system.
1:09:18
-Selling the notes to the personal trust.
1:17:44
-How to get in touch with me.
1:22:31
-How do you apply for a loan?
1:30:34
-How did you get into real estate investing?
1:38:25
-Podcast outline and time.
1:43:24


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2023 Personal Trust Q&A PodcastBy Ginamarie Gaudio-Grace