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See the Video Recording here:
https://us02web.zoom.us/rec/share/XRzqg6i-ABvX2HRHjB2SNvk4r-3CL-x0fzRunj-QtThpp6oaJRuDSYvWrN5zqvM.Cayje67AkrTQfZmk?startTime=1710950553000
Access the Live Transcript here:
https://otter.ai/u/lIT9n9-4dvEyZqVMovhc9-DppaI?tab=summary
Looking to invest in life insurance and leverage your Trust?
Creating a Wyoming Private Trust Company (PTC):
Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024support
Outline:
- Personal trusts and financial planning. 15:01
- Audio recording issues and access restrictions. 23:04
- Updating trusts and completing forms. 28:04
- Trust amendments and settlor information. 32:38
- Trust creation and settlor role. 41:16
- Trusts and legal matters. 46:52
- Trustee and protector roles for a BTC. 54:51
- Trusts, beneficiaries, and legal documentation. 1:01:11
- Trusts, charities, and taxes. 1:09:28
- Setting up a Wyoming PTC and related party transactions. 1:14:49
- Trusts, asset protection, and succession planning. 1:23:18
- PTCs, trusts, and investment advisors. 1:27:51
- Trust documents and notarization. 1:35:34
- Trusts, legal documents, and real estate. 1:42:47
- Trusts, C Corps, and meeting minutes. 1:48:25
- Creating meeting minutes for various trusts. 1:54:29
- Trust formation and notarization. 2:01:14
- Trusts, beneficial interest, and recording documents. 2:08:24
See the Video Recording here:
https://us02web.zoom.us/rec/share/XRzqg6i-ABvX2HRHjB2SNvk4r-3CL-x0fzRunj-QtThpp6oaJRuDSYvWrN5zqvM.Cayje67AkrTQfZmk?startTime=1710950553000
Access the Live Transcript here:
https://otter.ai/u/lIT9n9-4dvEyZqVMovhc9-DppaI?tab=summary
Looking to invest in life insurance and leverage your Trust?
Creating a Wyoming Private Trust Company (PTC):
Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024support
Outline:
- Personal trusts and financial planning. 15:01
- Audio recording issues and access restrictions. 23:04
- Updating trusts and completing forms. 28:04
- Trust amendments and settlor information. 32:38
- Trust creation and settlor role. 41:16
- Trusts and legal matters. 46:52
- Trustee and protector roles for a BTC. 54:51
- Trusts, beneficiaries, and legal documentation. 1:01:11
- Trusts, charities, and taxes. 1:09:28
- Setting up a Wyoming PTC and related party transactions. 1:14:49
- Trusts, asset protection, and succession planning. 1:23:18
- PTCs, trusts, and investment advisors. 1:27:51
- Trust documents and notarization. 1:35:34
- Trusts, legal documents, and real estate. 1:42:47
- Trusts, C Corps, and meeting minutes. 1:48:25
- Creating meeting minutes for various trusts. 1:54:29
- Trust formation and notarization. 2:01:14
- Trusts, beneficial interest, and recording documents. 2:08:24