Trusts, preparedness, and how the Triple Net Lease Program fits into all of it
Greg Crawford joins Reid Hamilton for Episode 02 of the Storage Recess podcast mini series, which is centered around helping storage owners gain freedom.
Greg develops strategy, growth, and oversees operations for Alliance Trust. For over two decades, Greg has worked with global institutions designing and implementing estate and asset protection plans for both multi-generational American and international families.
Greg is a regular speaker on the benefits and advantages of Nevada trust situs at American law schools and international industry conferences. Publications such as The Wall Street Journal, The New York Times, and The Financial Times of London regularly quote Greg. Additionally, Greg has appeared as an on-air expert on CNBC, Bloomberg, and ABC World News Tonight. A native of Menlo Park, California, Greg holds a B.A. from the University of California, Davis, and an M.H.A. from the University of Minnesota.
JOIN GREG CRAWFORD AND REID HAMILTON AS THEY DISCUSS:
01:00 Intro - Who are Alliance Trust and what do they do?
01:52 Proactive estate planning.
What are the first steps someone can take towards securing assets?
The importance of creating an estate plan for your loved ones.
Having those hard conversations before it is too late to have them.
03:58 Preparing for the worst case scenario.
Prevent confusion around who gets what heirlooms.
Make sure your money gets to the causes you believe in.
Save loved ones time and energy.
06:40 The Triple Net Lease from a trustee perspective.
Reliability and steadiness makes these programs attractive for trusts.
Helps to avoid volatility.
What are the downsides?
09:11 Holding your trust across state lines.
Find the States that have the most favorable laws governing trusts.
What States are the best for holding trusts?
You need to have a trustee within the State you wish to set up your trust within.
11:00 How to navigate barriers.
There are no issues that are too difficult to deal with. You just need to get to grips with the process.
Every family has their own problems to navigate but you will find the solutions are out there.
12:40 The ins and outs of setting up your trust, including cost and time.REID HAMILTON’S CONTACT INFO:
TELEPHONE: (775) 690-8269
THE ALLIANCE TRUST WEBSITE
