Send us a text

See the Video Recording here: https://us02web.zoom.us/rec/play/IkB_RfOw3GWDZMcYiZo5RITNceHhhAiSz4jIE2FenilsFdr1TT852RRnz78qrbTJL56_n561xc4_-Ro.eET31w6-8DAI3Q49?autoplay=true&startTime=1675789427000

Access the Transcript here: https://otter.ai/u/cYJX349gmunkaGuycMR3r3HCpZ0?utm_source=copy_url

Register for our first Annual Mastermind and Networking Event here: https://www.abundancegroup.com/2023event

• There are a limited number of rooms blocked for the event with discounted rates available. Please book your room sooner than later to guarantee these rates!

Looking to invest in life insurance and leverage your Trust? 

• Email Ben at [email protected], or use the link below to receive your free quote!
• Get your free quote here: https://www.abundancegroup.com/insurance

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
-Bargain sale rule and tax implications.
4:14
-Playing musical chairs with a Trust.
11:31
-Transitioning to the new database.
19:44
-What is a trust protector?
24:40
-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
-Transitioning to the new system.
58:35
-The sale of cash to a trust.
1:06:04
-Conveyances of crypto to trust.
1:15:24