2023 Personal Trust Q&A Podcast

Q&A Call 02/14/24


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See the Video Recording here: https://us02web.zoom.us/rec/share/ahQdD3OIiha8ssow1_s5jcSDm9FdbwlwXGJ-AGT8aIT1KZfanzBk1Q-Jg7si5IDw.MYIZTjFmg5AI_NgC?startTime=1707930154000

Access the Live Transcript here:  https://otter.ai/u/CWHpbaJ0A2aVXbGVMIrgFMdb0AY?utm_source=copy_url

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Outline:
-
Personal trusts and family relationships. 0:03
- Trust conveyance and corporate formalities. 5:41
- Trusts, vehicles, and liability. 12:15
- Trusts, assets, and liabilities. 19:40
- Trusts, beneficiaries, and asset protection. 27:12
- Trusts, beneficiaries, and tax implications. 33:27
- Trust language and brokerage account opening. 42:18
- Trust agreements and privacy. 48:37
- Legal opinions for a trust with a PTC. 56:23

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