Trust Advisor Training Podcast

Week #5 - Personal Trust Instructions (Part 2)


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See the Live Recording here: https://us02web.zoom.us/rec/play/85VFx3nKwlPpfXRTy6PmAT17Tu_Sg96ndZpCs1prSJJicaTpr5975uS5AsXO1j9NcwaZUv1NJ9HMB2qC.q_EpdSLfMCsFlY2g?autoplay=true&startTime=1658851340000

Access the Transcript here:
https://otter.ai/u/2LnkJp5MyugOLQ59PfrMiBWVhuU

Instructions for Personal Trusts: https://www.abundancegroup.com/instructions

Conveying Assets and Liabilities: https://docs.google.com/spreadsheets/d/102ZnB_rfA1hvA-nBB4c_ynofb9aVY92F/edit#gid=1374391922


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Trust Advisor Training PodcastBy Abundance Group Trust