2023 Personal Trust Q&A Podcast

Q&A Call 06/02/23


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Access the Live Transcript here: https://otter.ai/u/7o1GC7X5qk_4YWE2dzNZ355IO6Q?utm_source=copy_url

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

  • There are a limited number of rooms blocked for the event with discounted rates available. Please book your room sooner than later to guarantee these rates!

Looking to invest in life insurance and leverage your Trust? 

  • Email Ben at [email protected], or use the link below to receive your free quote!
  • Get your free quote here: https://www.abundancegroup.com/insurance

Outline:
-What is a GST? (6:39)
-How does generational skipping play a part in this? (11:15)
-How to handle a Trust tax question? (14:03)
-What to do if you don’t pay your taxes? (20:48)
-What are capital gains and dividends? (27:03)
-Transitioning into a manager-managed LLC. (32:30)
-Operating agreement and amendment. (36:14)
-How to sell the business. (42:44)
-When is the transaction going to happen? (49:20)


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2023 Personal Trust Q&A PodcastBy Ginamarie Gaudio-Grace