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Training #3 - Trust Walk Thru
See the Video Recording here:
https://us02web.zoom.us/rec/play/XqeiQoznDXCi38elijiQrnjHENLwF7C8JUw9hWNWEjEE49AFOFiqP-0W175wOzd9p26nZLs90_hWNE52.2EZEUjThROa8UQKT?autoplay=true&startTime=1725379657000
Access the Live Transcript here:
https://otter.ai/u/tkcbqoFsL9Y_AKpJm9HgI4ykiXo?utm_source=copy_url
Outline:
- Introduction and Meeting Setup (0:04)
- Trust Binder Structure Overview (2:12)
- Detailed Breakdown of Trust Sections (5:38)
- Amendments and Updates to the Trust (9:17)
- Legal and Tax Considerations (15:28)
- Administrative and Operational Details (34:10)
- Beneficiary Provisions and Distribution Rules (53:16)
- Trust Protector Role and Responsibilities (1:09:01)
- Discretionary Distribution Process (1:21:19)
- Incapacitated and Minor Beneficiaries (1:25:45)
- Methods of Distribution and Trust Corpus Ownership (1:30:06)
- Jurisdiction and Privacy Provisions (1:35:07)
Training #3 - Trust Walk Thru
On Training #3 you will learn:
What's In Your Trust (the Rule Book)
- How to Execute Your Trust
Once you've approved your Trust eBinder, it's time to execute your Trust. You'll do this online, using our Real Online Notary Platform.
After signing your Trust Approval Form, we will upload your Trust to the Notary Platform. The Notary Platform will then send you an email containing a link to schedule your Notary Session.
It is your responsibility to coordinate having everyone join the Notary Session! This that need to attend include:
- Manager of your PTC
- Trust Protector
- Successor Trustee
- Successor Trust Protector
AGT will only pay for one single Notary Session! If any of the individuals above cannot attend the Notary Session, then you will need to arrange for their pages to be notarized at your own cost.
After the Notary Session, the Notary will send us the executed copy of your Trust. AGT will upload this to your ShareFile folder and send it out for printing, binding, and shipping. About 5 days after it is received from the Notary, we will ship your Trust via FedEx 2 day. We will upload your Tracking Number to your ShareFile folder.
It is a good idea for you to read your Trust eBinder prior to your Notary Session. We also recommend that you watch this Training #2 video to better understand your Trust prior to your Notary Session.
If you should have any questions as you go over your Trust, please prepare them to be discussed during the next Q&A Call or on your next call with your Trust Advisor.
You can also submit your Personal Trust questions in advance of the Wednesday Q & A Call which takes place from Noon to 1 pm eastern each week. It's held on Zoom. You can either come in on a computer or an app on any device or you can call in via telephone. Here's the call details:
WHEN: Wednesdays at Noon to 1 pm Eastern
WHERE: On Zoom at: www.abundancegroup.com/gina24zoom *Passcode: 2Blessing4
or call in via phone to 312-626-6799, Meeting ID: 352-234-4462
WHAT: Abundance Group Trust - Personal Trust Q & A Call
Copyright 2024 Abundance Group Trust. All Rights Reserved.
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By Abundance Group TrustSee the Video Recording here:
https://us02web.zoom.us/rec/play/XqeiQoznDXCi38elijiQrnjHENLwF7C8JUw9hWNWEjEE49AFOFiqP-0W175wOzd9p26nZLs90_hWNE52.2EZEUjThROa8UQKT?autoplay=true&startTime=1725379657000
Access the Live Transcript here:
https://otter.ai/u/tkcbqoFsL9Y_AKpJm9HgI4ykiXo?utm_source=copy_url
Outline:
- Introduction and Meeting Setup (0:04)
- Trust Binder Structure Overview (2:12)
- Detailed Breakdown of Trust Sections (5:38)
- Amendments and Updates to the Trust (9:17)
- Legal and Tax Considerations (15:28)
- Administrative and Operational Details (34:10)
- Beneficiary Provisions and Distribution Rules (53:16)
- Trust Protector Role and Responsibilities (1:09:01)
- Discretionary Distribution Process (1:21:19)
- Incapacitated and Minor Beneficiaries (1:25:45)
- Methods of Distribution and Trust Corpus Ownership (1:30:06)
- Jurisdiction and Privacy Provisions (1:35:07)
Training #3 - Trust Walk Thru
On Training #3 you will learn:
What's In Your Trust (the Rule Book)
- How to Execute Your Trust
Once you've approved your Trust eBinder, it's time to execute your Trust. You'll do this online, using our Real Online Notary Platform.
After signing your Trust Approval Form, we will upload your Trust to the Notary Platform. The Notary Platform will then send you an email containing a link to schedule your Notary Session.
It is your responsibility to coordinate having everyone join the Notary Session! This that need to attend include:
- Manager of your PTC
- Trust Protector
- Successor Trustee
- Successor Trust Protector
AGT will only pay for one single Notary Session! If any of the individuals above cannot attend the Notary Session, then you will need to arrange for their pages to be notarized at your own cost.
After the Notary Session, the Notary will send us the executed copy of your Trust. AGT will upload this to your ShareFile folder and send it out for printing, binding, and shipping. About 5 days after it is received from the Notary, we will ship your Trust via FedEx 2 day. We will upload your Tracking Number to your ShareFile folder.
It is a good idea for you to read your Trust eBinder prior to your Notary Session. We also recommend that you watch this Training #2 video to better understand your Trust prior to your Notary Session.
If you should have any questions as you go over your Trust, please prepare them to be discussed during the next Q&A Call or on your next call with your Trust Advisor.
You can also submit your Personal Trust questions in advance of the Wednesday Q & A Call which takes place from Noon to 1 pm eastern each week. It's held on Zoom. You can either come in on a computer or an app on any device or you can call in via telephone. Here's the call details:
WHEN: Wednesdays at Noon to 1 pm Eastern
WHERE: On Zoom at: www.abundancegroup.com/gina24zoom *Passcode: 2Blessing4
or call in via phone to 312-626-6799, Meeting ID: 352-234-4462
WHAT: Abundance Group Trust - Personal Trust Q & A Call
Copyright 2024 Abundance Group Trust. All Rights Reserved.