2023 Personal Trust Q&A Podcast

Q&A Call 08/02/23


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See the Video Recording here: https://us02web.zoom.us/rec/play/1YO4s2xTghfsOPvnH4ZiPgZ_hxzqIbalaiDARoneiESpTJ_i8LSYrjS_6-JswuOjsvkihGP4F4ddefAO.C_e0jGYWjvSTJqKh?autoplay=true&startTime=1690992263000

Access the Live Transcript here: https://otter.ai/u/4T1mtV-DNB0qp1A1wl_bJEEE4xE?utm_source=copy_url 

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:
-A look at the crowd. (4:22)
-What was your favorite part of the call? (12:38)
-How should we determine the value of the interest? (17:42)
-How to get back the capital? (26:07)
-Taking cash out of the corpus as income. (33:44)
-Selling equipment in a Trust. (41:16)
-Lease agreements and depreciation. (50:18)
-The process of writing an opinion letter. (56:21)


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2023 Personal Trust Q&A PodcastBy Ginamarie Gaudio-Grace