2023 Personal Trust Q&A Podcast

Q&A Call 3/4/24


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See the Video Recording here:
https://us02web.zoom.us/rec/play/beaH_ak5UrQ286oBuZa-JzkLtAOu3NlARgWJftYWxnohXx-AMThzg34V3KhGY790_Tovbvnh5Xs8csx0.Aa3ULclAXyr7cOyu?autoplay=true&startTime=1709571891000
Access the Live Transcript here:
https://otter.ai/u/f2EdB0cCDKr8NSkuapRKZuXRjEY?tab=summary

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Outline:
-
Corporate transparency and location preferences. 7:51
-Corporate transparency act's constitutionality and wasteful compliance. 11:03
-Corporate transparency and compliance. 16:48
-Tax implications of cryptocurrency investments. 23:01
-Trust management and tax status for a family trust. 28:16
-Managing trusts with multiple non-familial settlors. 35:54
-Private family trust companies and legal issues. 42:43
-Business trusts and asset protection. 46:57
-Investment trust requirements for accredited investors. 55:15
-Accredited investor qualifications and trust structures. 57:13
-Land trusts and division naming conventions. 1:09:26
-Recording deeds for property transfers. 1:15:29
-Transferring property from Land Trust to business trust. 1:18:04
-Trusts and estate planning strategies. 1:22:31
-Trustee roles and liability. 1:28:37
-Trusts, co-trustees, and title defects. 1:34:51
-Trusts and taxes for businesses. 1:43:08
-Narrow court ruling on financial reporting. 1:50:09

...more
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2023 Personal Trust Q&A PodcastBy Ginamarie Gaudio-Grace