2023 Personal Trust Q&A Podcast

Q&A Call 2/28/24

Ginamarie Gaudio-Grace

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0:00 | 51:39

See the Video Recording here:
https://us02web.zoom.us/rec/play/DnZpHkz75qRBYA52WJEsd5AP7oDWQI1Y7i4fhCl5vvj4FdIyWAmsd2_TVWv_almFEzyL9PEwLu4eWOAm.EyyV2W9jGg_I12Dv?autoplay=true&startTime=1709140164000
Access the Live Transcript here:
https://otter.ai/u/T3NI7g73NSfnHjvLRsxobIAQa4o?tab=summary

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Creating a Wyoming Private Trust Company (PTC):

  1. Pay for your PTC: https://.abundancegroup.com/ptc
  2. Create an account: https://belgrovemanagement.com
  3. After creating an account, click the "messages" tab on the left side of the page and follow the instructions.

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Outline:
-
Trusts, taxes, and asset protection. 13:30
-Trusts, distributions, and taxes. 20:54
-Trusts, taxes, and property management. 28:09
-Trust protector appointment and power limitations. 35:24
-Trust protector powers and limitations. 46:20
-Trusts, taxes, and legal agreements. 49:12