2023 Personal Trust Q&A Podcast

Q&A Call 02/09/24


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See the Video Recording here: https://us02web.zoom.us/rec/play/zoRq8LaYPT6xqLPpplO5VS_ORQviLXiXC-rHHJ5ut7URmT8nG3RvtDHvPeUJvojwBQf9KSI5LwjUQNJ3.4IQU-tby-VoE1zAl?autoplay=true&startTime=1707498166000

Access the Live Transcript here: https://otter.ai/u/rI05hH2KebvC6lZioKB4nJJ4j_s?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

Creating a Wyoming Private Trust Company (PTC):

  1. Pay for your PTC: www.abundancegroup.com/ptc
  2. Create an account: www.belgrovemanagement.com
  3. After creating an account, click the "messages" tab on the left side of the page and follow the instructions.

Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024support

Outline:
-Trusts, taxes, and asset protection. (0:02)
-Amending a trust and updating beneficiaries. (10:21)
-Tax compliance and entity management. (18:25)
-Trust protector services for clients. (25:26)
-Trust structure and tax implications. (30:54)
-Trust taxation and PTC use. (36:37)
-Trust roles and tax implications. (43:21)
-Trustee roles and tax implications. (51:20)
-Property division in divorce. (58:34)
-Tax planning and trusts for high-net-worth individuals. (1:04:55)
-Tax planning and trusts. (1:09:22)
-Tax deductions for trust returns. (1:14:43)
-Trusts, taxes, and business structures. (1:21:07)
-Upcoming event and tax-related matters. (1:26:19)

...more
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2023 Personal Trust Q&A PodcastBy Ginamarie Gaudio-Grace