See the Video Recording here:
https://us02web.zoom.us/rec/play/cKmOMouPHI4De8NpzeGEgAy2n9j-jynFuaJfvvZwVOLsw2eOTm5WVOLzfxmBgBiB_mFY5VdVvf0CrDMT.-F_4jvj6x6HoYcaz?autoplay=true&startTime=1726589642000

Access the Live Transcript here:
https://otter.ai/u/Y7-Uhh983HC859wke9bpQfRGEys?view=summary

Outline:
- Technical Difficulties and Initial Setup (0:00)
- Introduction to Week Five Training (3:24)
- Conveying Real Property (8:34)
- Certification of Trust and Bill of Sale (14:07)
- Handling Multiple Owners and Business Trusts (30:33)
- Recording Deeds and Tax Implications (39:10)
- Final Instructions and Next Steps (46:14)

      Training #5:Conveying of Assets and Liabilities to Your Personal Trust -Part 1

First, follow the step-by-step instructions found at:
https://AbundanceGroup.com/instructions


The forms you'll need for conveying assets and liabilities to the Trust are PDF form fills. You'll use these forms to create each of the conveyances to sell or assign each asset to the Trust when you are ready for that step. You'll find the PDF form fills at:
https://AbundanceGroup.com/conveyances


Please download any document you need to your hard drive before making changes to it or all future clients are likely to see the changes you make!

Outline:
-Introduction to the training.
0:00
-California property tax issues.
32:44
-Transitioning from a business trust to a personal trust.
40:07
-Conveyance of the property.
45:07
-Assignment of note form for vehicles.
51:49
-The sale of cash to a trust.
1:06:04
-Conveyances of crypto to trust.
1:15:24

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