2023 Personal Trust Q&A Podcast

Q&A Call 03/24/23


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See the Video Recording here: https://us02web.zoom.us/rec/play/OW5ul8EM50hqspjsZ47l-dMZQ9uD6Xp4WzzI_nRqeq99ZeQFXkxrk9tBRKKvzOW0vKRweBlCpulUcgXM.2ocxdCzInLdV228K?autoplay=true&startTime=1679673754000

Access the Live Transcript here:
https://otter.ai/u/NdvegvY1d-x8hj9W_eYANqlzARU?utm_source=copy_url

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Looking to invest in life insurance and leverage your Trust? 

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Outline:
-Why depositor accounts are more important than shareholders?
5:00
-How many of you have family trusts?
11:35
-What is an interest-paying account?
19:11
-Selling cash to the trust and reducing interest.
25:33
-Do you need to file certifications of trust separately?
31:26
-Don’t worry about 1099’s.
38:12
-How low is your income coming in?
43:21
-How to reduce the demand note.
49:21
-How much before taxes do you even pay?
56:21
-Selling cash to a trust and interest.
1:07:03




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2023 Personal Trust Q&A PodcastBy Ginamarie Gaudio-Grace