2023 Personal Trust Q&A Podcast

Q&A Call 02/03/23


Listen Later

See the Video Recording here: https://us02web.zoom.us/rec/play/BYRfgH8qDXg9tTBYUADe1HpzEcp2MNFTB3niFP75I_98VrWPhWmJfr6hb8fsXXm0h-ufRgAaEnrH4guc.LhrdaQg64BlmZYK9?autoplay=true&startTime=1675444116000

Access the Live Transcript here: 
https://otter.ai/u/qiIPE9o5_VJ3HeMzGpdxxTaMhcM?utm_source=copy_url

Applying for Credit Cards in the name of your Trust. We recommend:

  • Divvy: https://www.getdivvy.com
  • Chase Ink Business Card: https://www.referyourchasecard.com/21n/U4F6BCDH7R

 
How Many Witnesses Are Required for a Trust in Florida?:

https://www.florida-probate-lawyer.com/blog/2012/june/how-many-witnesses-are-required-for-a-trust-in-f/#:~:text=So%20the%20answer%20to%20the,to%20schedule%20a%20free%20consultation.

California Filing Requirement for Estates and Trusts: https://www.ftb.ca.gov/file/personal/filing-situations/estates-and-trusts/index.html#:~:text=The%20trustee%20may%20have%20to,to%20a%20California%20resident%20beneficiary

Outline:
-Where to find a land deal?
6:59
-The importance of having witnesses for a trust.
11:09
-The best way to do real estate wholesaling.
17:49
-What does it mean to file a state tax return?
24:58
-California vs. Pennsylvania.
31:18
-Fiduciary accounting and taxes.
39:12
-A private lender to the llc.
45:25
-How much interest should I be paying in taxes?
51:24
-Do you need page numbers?
1:05:38
-Steps to take to create a digital trust.
1:14:35

...more
View all episodesView all episodes
Download on the App Store

2023 Personal Trust Q&A PodcastBy Ginamarie Gaudio-Grace