2024 Personal Trust Q&A Podcast
2024 Personal Trust Q&A
2024 Personal Trust Q&A Podcast
Personal Q&A Call 06/26/24
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See the Video Recording here:
https://us02web.zoom.us/rec/play/FJC2bd3lNE7RsP3lRIGK9v4xRPNvLTJSdUealhbgRwN54faE0wqc7EWEEy9aCOzFVIrTN84OYiSJLcS-.MxXWhsL6YLT41ijd?autoplay=true&startTime=1719417804000
Access the Live Transcript here:
https://otter.ai/u/jOB7sY5W_KP-0n8XdleJwjFb8bA?view=summary
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Outline:
- Trust accounting and transfer of assets to trust. (2:57)
- Intellectual property law, trademarks, and medical expenses. (9:33)
- Trust management and tax deductions. (16:49)
- Land trusts, deeds, and title company requirements. (24:31)
- Corporate transparency, note assignments, and real estate transactions. (34:45)
- Valuing assets in a trust decanting process. (42:13)
- Exit strategy for steakhouse business. (48:07)