2024 Personal Trust Training Podcast

Training #8: PTC Manager Training


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See the Video Recording here:
https://us02web.zoom.us/rec/play/I5UjsoIeZI6DSkTQXTM57SlOtRwfmZFiKsDlPKiRwdMzxCFeUOJ7cdWJisREA6mpbppVCRKf-6jprmg.l5A1JvHrfQvCMw7R?autoplay=true&startTime=1733245693000

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

Outline:

- Introduction and Technical Setup (2:59)
- Overview of PTC and Its Structure (5:21)
- Operating Agreement and Definitions (7:59)
- Tax Filing and Management of PTC (10:31)
- Committees and Their Roles (16:36)
- Manager's Duties and Record Keeping (31:15)
- Questions and Clarifications (37:57)
- Conclusion and Next Steps (50:04)

Copyright 2024 Abundance Group Trust. All Rights Reserved.

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2024 Personal Trust Training PodcastBy Abundance Group Trust