2023 Personal Trust Q&A Podcast

Q&A Call 02/15/23


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See the Live Recording here: https://us02web.zoom.us/rec/play/6uFE_jp0VLDrFj6xrQhs2yAroBb0E93J1Wiwh1P_TDTNNb4Xm70oHEmHJ6aenhZrqjwQ29XbKMpY7gOO.Y5TpKB56wOzEMmjI?autoplay=true&startTime=1676480705000

Access the Live Transcript here: 
https://otter.ai/u/C7R3Jh6Fywk_vOwSuymGEIDG_Sk?utm_source=copy_url

Outline:
-How do you revoke a revocable trust?
5:35
-Do I need to get a new lease agreement?
9:40
-Do you need to change the tenants?
13:51
-How does this impact the tax situation?
18:09
-Who is the original trustee?
22:14
-Steps to help clients migrate from llc to personal trust.
25:58
-How do we deal with an asset in texas?
29:35
-Where to find the steps to create a business trust?
33:17

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