See the Video Recording here: https://us02web.zoom.us/rec/play/0UhaWsSYGKLGpbOR03vqFKeqImnYNSQfprD9G0u1UFFHlJ3815FKUBIHMgHYMckb3phqrGi7drHxbWeX.Y0DBn59muPy7qsxv?autoplay=true&startTime=1697040277000

Access the Live Transcript here: https://otter.ai/u/tWa6g5hEK61x9LhkDw-3l3SL4EA?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

Amended Trust Questionnaires (ACQs)

• We are still in the process of sending out the Amended Client Questionnaires (ACQs). We will use the information provided in this document to create your Amended Personal or IP/Personal Trusts. With our integration of Salesforce, the ACQs will be sent via email from Conga Sign, not Citrix RightSignature.
  
  *To prevent these from going directly to your spam or promotions folders, please white list the following email address: [email protected]

Instructions for setting up a Wyoming LLC can be found here:

• How to Set up a Wyoming LLC

Establishing a Wyoming Private Trust Company

• Belgrove Management
• www.belgrovemanagement.com
• John Misiag
• (321) 837-9527

Networking Group Calls: 

• Every other Friday starting September 22nd, we will begin the Networking Group Calls. If you attended the event in July, we had break-out networking sessions. For the time being, you will be in the same group as you were at the event. 
• If you did NOT attend the event in July and would like to be added to a group, please complete the networking form located here: https://abundancegroup.com/networkingform 

Outline:
-Trusts, insurance policies, and conveyancing. (11:12)
-Life insurance and Trusts with a client. (15:27)
-Private Trust Companies and their management. (22:43)
-Private Trust Companies and sub Trusts in estate planning. (31:03)
-Investment committee fees and management delegation. (40:50)
-Trusts, taxes, and committee dynamics. (46:57)
-Trust updates, tax implications, and client questionnaires. (55:26)
-Trustee powers and registry organization. (1:03:00)
-Organizing trust documents for clients. (1:06:08)
-Trusts, successors, and relationships. (1:10:03)
-Trusts and registry pages. (1:14:32)
-Notary requirements for Trusts in California. (1:19:22)
-Private family foundations and trusts. (1:27:26)