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See the Video Recording here: https://us02web.zoom.us/rec/play/NXXgA2ng4mpMiiakba4878xYMOkgmIw7qVuoBogNp-IQiRQNz5rcDFXH2Zks-EOBe9-bl4ptjbyhr0ll.0O0yXKD8MTLsCEzk?autoplay=true&startTime=1671210408000
Access the Live Transcript here: https://otter.ai/u/w96tGL5hEStCFm2Ul4b5NLPgQzE
Renew Your Support Package for 2023: https://www.abundancegroup.com/2023support
Looking to Invest in Life Insurance? Get a quote now!: https://www.abundancegroup.com/insurance
Outline:
What’s the difference between a self-settled and a non-self-settled trust?
-12:15
An example of a member vs. a member.
-19:29
What is a two-step conveyance and how does it work?
-28:03
What happens if you lose your homestead exemption when you sell your personal residence to a trust.
-35:54
How to get your homestead exemption back if the state audits you.
-42:39
Is there a max percentage limit on how much a charitable trust can donate?
-49:46
If you're going to play musical chairs, do a 265 account and not a 260 account.
-58:07
What is the protection level of a deed?
-1:06:39
Can you list the trust as an additional insurance company?
-1:14:08
When do you record the deed? When is it a simultaneous recording?
-1:22:43
What’s the pathway for the bill of sale?
1:28:01
How to use a title company to get tax benefits.
1:35:41
How do you know if a deed is valid?
-1:42:04
What happens if you change the division of the business to a trust.
-1:48:54
See the Video Recording here: https://us02web.zoom.us/rec/play/NXXgA2ng4mpMiiakba4878xYMOkgmIw7qVuoBogNp-IQiRQNz5rcDFXH2Zks-EOBe9-bl4ptjbyhr0ll.0O0yXKD8MTLsCEzk?autoplay=true&startTime=1671210408000
Access the Live Transcript here: https://otter.ai/u/w96tGL5hEStCFm2Ul4b5NLPgQzE
Renew Your Support Package for 2023: https://www.abundancegroup.com/2023support
Looking to Invest in Life Insurance? Get a quote now!: https://www.abundancegroup.com/insurance
Outline:
What’s the difference between a self-settled and a non-self-settled trust?
-12:15
An example of a member vs. a member.
-19:29
What is a two-step conveyance and how does it work?
-28:03
What happens if you lose your homestead exemption when you sell your personal residence to a trust.
-35:54
How to get your homestead exemption back if the state audits you.
-42:39
Is there a max percentage limit on how much a charitable trust can donate?
-49:46
If you're going to play musical chairs, do a 265 account and not a 260 account.
-58:07
What is the protection level of a deed?
-1:06:39
Can you list the trust as an additional insurance company?
-1:14:08
When do you record the deed? When is it a simultaneous recording?
-1:22:43
What’s the pathway for the bill of sale?
1:28:01
How to use a title company to get tax benefits.
1:35:41
How do you know if a deed is valid?
-1:42:04
What happens if you change the division of the business to a trust.
-1:48:54