2023 Personal Trust Q&A Podcast

Q&A Call 11/29/23


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See the Video Recording here: https://us02web.zoom.us/rec/play/8Yl3VgSfdnC9N9jqLNufcd1Q8RHKoU3pAp0MRaPKTmD8ffmuKvfbYErPQdbKjjnj-pgLISIFPbv1Q1Kf.5Bn45N5IEoXJSfC-?autoplay=true&startTime=1701277268000

Access the Live Transcript here: https://otter.ai/u/brYRzj7fWPj5vCBDDJ1r7eqg5w0?utm_source=copy_url 

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Outline:
-Tax implications of leasing property from Personal Trust. (0:00)
-Hiring children, Trusts, and tax strategies. (6:25)
-Trusts, LLCs, and tax planning strategies. (13:03)
-Setting up a Wyoming LLC for a Personal Trust. (20:15)
-PTC updates and distribution committee. (26:53)
-Real estate transactions and legal documents. (33:14)
-Transferring properties into Trusts for tax exemption. (37:25)
-Assigning mortgages in real estate transactions. (42:16)
-Trusts, LLCs, and taxes. (51:05)
-Transferring property ownership for estate planning purposes. (59:59)
-Trusts, beneficiaries, and power of attorney. (1:08:27)


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2023 Personal Trust Q&A PodcastBy Ginamarie Gaudio-Grace