2024 Personal Trust Q&A Podcast

Personal Q&A Call 06/19/24

Abundance Group Trust

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0:00 | 1:01:27

See the Video Recording here:
https://us02web.zoom.us/rec/share/z-BdsbWFW1FSNBLskX0-jdDBcb07aS7AZMemBsWjnOxTzN6iZvYHDiq0JjCMnPIu.D7HdezOXMnu7GY8n?startTime=1718812955000

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

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Outline:

- Trust management and taxes with a group of people. (9:55)
- Trust management and hearing preparation. (18:42)
- Updates to a trust document and how to handle notarized copies. (25:55)
- Trusts, LLCs, and taxes with a focus on passive vs active income. (30:50)
- Structuring investments through trusts and business entities. (37:25)
- Trusts, conveyancing, and tax implications. (45:12)
- Trusts, PTCs, and asset protection for clients. (51:32)
- Trust protector agreements and potential conflicts of interest. (57:43)
- Trust management and committees for estate planning. (1:02:56)