2023 Personal Trust Q&A Podcast
2023 Personal Trust Q&A Podcast
Q&A Call 11/15/23
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See the Video Recording here: https://us02web.zoom.us/rec/play/dylq2FnH9J8F-11qPWEKAuBN3iqU0seunkAPIi5xTmz--tltGrqHDBOA5Symmra0WS0Qzk4jKH280Jgf.Czhght2bk_cK4R24?autoplay=true&startTime=1700067934000
Access the Live Transcript here: https://otter.ai/u/dXlo08EOJgR5g7dqzO_DtedGZxc?utm_source=copy_url
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Important links from this call:
Outline:
-Trustee swaps and document dates. (0:00)
-Trusts, taxes, and control with a focus on PTCs and related party transactions. (5:22)
-Trusts, taxes, and IRS audits. (13:49)
-Asset protection and tax mitigation strategies. (22:56)
-Trusts, affidavits, and asset protection. (26:53)
-Asset protection and privacy concerns. (32:09)
-Trusts, estates, and property conveyance. (37:47)
-Trusts, taxes, and legal matters. (46:19)