See the Video Recording here:
https://zoom.us/rec/play/xGdLGzHVXjMx5rcoc2y32UtVVbjEKkOse6x0mQuC0pUdNOWfGBVV9zo_CEbgs-_aEMs8KvXqRwPFBWZM.ibdpBarTCIHG0hab?autoplay=true&startTime=1723564970000

Access the Live Transcript here:
https://otter.ai/u/8NPLebNzuUxt6viXm5FkBmLVnPk?view=summary

Outline:
- Audio issues and solutions with noticeable improvement. (10:42)
- Trusts, including statutory and contractual trusts. (13:38)
- Trusts, settlers, and asset protection. (19:31)
- Creating a Wyoming Private Family Trust Company for personal trust management. (26:09)
- Setting up a trust and naming it. (32:54)
- Trusts, taxes, and legal matters. (42:29)
- Creating a trust with a PTC, including filling out forms and providing personal - information. (51:55)
- Trust protector role and beneficiaries. (58:59)
- Setting up a private trust with a distribution advisor. (1:07:04)
- Implementing a trust and transferring assets. (1:12:57)
- Trusts, investments, and taxes. (1:20:50)
- Trusts, taxes, and documentation. (1:28:06)

Training #1: Trust Basics, Parties to a Trust, and New Client Questionnaire

First, Welcome to the Abundance Group Trust (AGT) Family! Thank you so much for investing in a Trust from  Abundance Group Trust. It is truly our privilege to have you as a part of the Family!

Over the next several weeks, you'll want to go through each recording in this "Trust Implementation Training Call Podcast" to learn how to execute and implement your Trust, manage your Trust, and Operate your Trust.

Before you get started on your Trust education, please look in your email for a message(s) from Conga.com. This will cover both your Personal Trust and your Private Family Trust Company (PTC).

NOTE: If you invested in a Business Trust or a Foundation, these will have separate emails from Conga.com, and each contains a "New Client Questionnaire". You'll need to complete each Questionnaire before we can create your Trust(s).

Once you've located that email, then continue watching the video for this training, Training Call #1.

This will help you to complete the "New Client Questionnaire" (NCQ) that was sent to you from Conga.com. When you complete this, you'll be giving us the basic information about your new Trust(s).

If you have any questions about any of the Questionnaires, please make sure you attend the next AGT Q&A Call. These are held on Mondays for Business Trusts and Foundations, Wednesdays for Personal Trusts, and Fridays for Accounting and Tax Questions. All calls are at noon Eastern/9 am Pacific. All calls are held on Zoom which is located at:

www.abundancegroup.com/gina24zoom *Passcode: 2Blessing4


You can also call in via phone at:


312-626-6799 and use Meeting ID 352-234-4462

Here's what will happen once you've completed each of the Questionnaires…

https://docs.google.com/document/d/1jdMAkL8SrGVTmf8SUCg4i5rud_X2715ymg43112_x5s/edit?usp=drive_link

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