See the Video Recording here: https://us02web.zoom.us/rec/play/2k6m31t0b2mlNKHU0h-Vs6vW6ZhJhjC22M_80iqSZrXyLGY1KpGAeI_xhCSapeDuKZI9-VhTzbHOGmwX._t7B1vlj9prnHh8s?autoplay=true&startTime=1711382933000

Access the Live Transcript here:https://otter.ai/u/WHFfH-Wo7OJIwM7GRNpvqvwQOA8?view=summary

Looking to invest in life insurance and leverage your Trust?

Email us 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): 

Pay for your PTC: https://.abundancegroup.com/ptc
Create an account: https://belgrovemanagement.com
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:
- Trust tax returns and PTC use. (0:00)
- Trusts, LLCs, and tax planning. (9:10)
- Managing expenses for a personal trust using a Divi card. (19:24)
- Building corporate credit and using debit cards. (26:57)
- Opening trust accounts at Fidelity and Schwab. (33:48)
- Trust documentation and brokerage account issues. (39:08)
- EIN application and trust naming conventions. (48:41)
- Trusts, taxes, and legal matters. (57:00)
- Building corporate credit for personal trusts. (1:03:24)
- Business trusts and fictitious name filings. (1:12:15)
- Shelf companies, renewals, and forms. (1:21:48)