2023 Personal Trust Q&A Podcast

Q&A Call 03/15/23


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See the Video Recording here: https://us02web.zoom.us/rec/play/1ZkuUTmR0IickpL50W-mh39OKq0FtdN4iJAg8NuJSS8iiECOrK3dIIxTWvW7TQ4_xenFgO4DAaNfJCgU.p9ek9UfbIGikch6Y?autoplay=true&startTime=1678896383000

Access the Live Transcript here:
https://otter.ai/u/Jp9GX41pFjRLMvVBqk56GxZ4he8?utm_source=copy_url

Annual Mastermind and Networking Event Booking Link: https://www.abundancegroup.com/2023event

  • For the event: Please email [email protected] and let us know which package you registered for and if you reserved a room through the booking link on the following page. 
  • Important: There are a limited number of room blocks with discounted room rates available. These are given on a first come/first serve basis. If you plan on attending the live event, please book your room sooner rather than later!

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Outline:
-A free celebration and it's only a celebration.
6:36
-Can a C Corp convert to an LLC?
13:52
-What is the legal name of the trust?
22:03
-What is an IP/Personal trust?
31:30
-The title of any trust property.
40:02
-Updates to the Master’s Trust.
45:58
-The appointment of a trust protector.
52:06
-Will beneficiaries be listed on schedules or in the body of the trust?
59:04

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