2024 Personal Trust Q&A Podcast
2024 Personal Trust Q&A
2024 Personal Trust Q&A Podcast
Personal Q&A Call 08/07/24
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See the Video Recording here:
https://us04web.zoom.us/rec/play/W3eEIwvUYNoXtjXWM3_5NMi8qIQ6f167c7AX2LR1x1RnOGyoDuf5yl9ro64pb5MV_UcJgNmoTIfQWOG9.xPObAEBeJO6qIPEK?autoplay=true&startTime=1723046650000
Access the Live Transcript here:
https://otter.ai/u/PCxIRIbNs_MZ7QhFkETHYNgNRgA?view=summary
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Outline:
- Trusts, investments, and control. (0:25)
- Managing trusts and PTCs with a focus on FinCEN reporting. (14:51)
- Trusts, beneficiaries, and taxes. (20:54)
- Trusts, taxes, and bank account openings. (27:48)
- Difficulties opening brokerage accounts without existing assets. (34:56)