See the Video Recording here: https://us02web.zoom.us/rec/play/EyX_Tc1auagSWwkFgu4z-abWol8RsbZ-oHlpzVgSvxeiH-xflYSRFDc1slvYjBWG9dj8L7Zob08LTOUm.LhqYIS7k-aRXo9ql?autoplay=true&startTime=1686758844000

Access the Live Transcript here: https://otter.ai/u/HFxT3xMe2ItrUwAQ4_XVKapQxbI?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:
-Can a Personal Trust be utilized to circumvent the IRA rule. (6:18)
-Have a good reason for what you’re doing. (12:51)
-Setting up a statement of membership interest and management interest. (19:44)
-How to amend the agreement. (26:16)
-Loan money from Personal Trust to Business. (33:58)
-The business division vs the operating division. (41:11)
-How to open a Wyoming Private Trust. (50:20)
-How complicated is it to create a Trust? (55:59)
-What’s the problem with the business? (1:03:50)