2024 Personal Trust Q&A Podcast
2024 Personal Trust Q&A
2024 Personal Trust Q&A Podcast
Personal Q&A Call 07/24/24
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See the Video Recording here: https://us04web.zoom.us/rec/play/FTYmgAnLz0v4I6atX9WuKCrGdAe0SHbnuxD8m8Hwc8g8kW47IANxtgby5yfgVZ2Gnfwp8c8L4fv65WA.zqSRD_6o7aR37gm-?autoplay=true&startTime=1721837271000
Access the Live Transcript here:
https://otter.ai/u/qoOl-_G_LbLxrgnQ38Xy_TuLLWQ?view=summary
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Outline:
- Trusts, trust protectors, and PTC managers. (0:11)
- Trust protector roles and powers, potential conflicts, and safeguards. (15:05)
- Trust protector role, appointment of manager, and document authorizations. (20:56)
- Business trusts, trust protectors, and tax mitigation strategies. (26:41)
- IRS issues with foundation return, potential penalty abatement. (35:03)