2023 Personal Trust Q&A Podcast

Q&A Call 04/05/23


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See the Video Recording here: https://us02web.zoom.us/rec/play/-fRF9wReeULP_eEL5lYmjKRCfaDnonsygHqxwmqnDGCiS5I_mMqQfBThpkwld_wlqb5BQBGvLkbD3S2X.W1ufqWIn5Omd3R0b?autoplay=true&startTime=1680710547000

Access the Live Transcript here: 
https://otter.ai/u/Seq5baJos5Txo6e34N48EcGCbQ0?utm_source=copy_url

Register for our first Annual Mastermind and Networking Event here: https://www.abundancegroup.com/2023event

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Looking to invest in life insurance and leverage your Trust? 

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NA-Trust: https://drive.google.com/file/d/1SsYCLWewIeGAd49O0lTJfX0YK19Hyi6k/view?usp=share_link

Chart of Accounts Draft for Personal and Business Trusts: https://docs.google.com/spreadsheets/d/1hymv8bIaSPCXqowvylYnatwaq2HzH2qJ734x8gUtVuE/edit?usp=share_link


Outline:
-What goes in the last blank.
7:40
-How to change the name of the land Trust.
12:18
-The problem with the name of the division.
18:26
-The trustee has all the power over the Trust.
26:20
-The difference between a divisional Trustee and a Co-Trustee.
30:55
-Operational rules for operating rules.
40:07
-Operational rules and divisions.
46:09
-Operating agreements and documentation.
51:30
-How does the bargain sale rule apply?
58:14
-How to determine fair market value.
1:03:34
-Where to find more information about foundations?
1:10:50
-Can a beneficiary be a power of attorney?
1:14:49
-Where is the chart of accounts?
1:23:58
-What do you mean by promissory notes?
1:29:36
-Podcasts vs. Rss feeds.
1:35:46


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