2024 Personal Trust Q&A Podcast
2024 Personal Trust Q&A
2024 Personal Trust Q&A Podcast
Personal Q&A Call 09/11/24
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See the Video Recording here:
https://us02web.zoom.us/rec/play/ES-GMsVi0_ugUcteESiUxA3IMlYOT-ICdbKsoMnlK51M45X64lq3ok0Fc7I5KxtWLAGrnv3Y06RwB06E.54VVY20_J0j3GRAm?autoplay=true&startTime=1726070567000
Access the Live Transcript here:
https://otter.ai/u/IK4Q_eo25qFJ1jklSN6WLvYeC6g?view=summary
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Outline:
- Smart Recording and Meeting Introduction (0:53)
- Questions About Trust and Beneficiaries (6:40)
- Addressing Trust Account Issues (8:44)
- Discussion on Selling Primary Residence to Trust (11:13)
- Documentation and Notarization Process (24:31)
- Final Questions and Closing Remarks (32:53)