2024 Business/Foundation Trust Q&A Podcast
2024 Business/Foundation Trust Q&A Podcast
business Q&A Call 06/24/24
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See the Video Recording here:
https://us02web.zoom.us/rec/play/eD7xmCcsJhxM2jsBaOVHH6GJBvF5cZBR-SDi8ZZ1NidjxqEytg9w1XrID-P0_OM0OSFegVZ6I6RpGziF.ISSK0mNwBFa3v9WA?autoplay=true&startTime=1719245102000
Access the Live Transcript here:
https://otter.ai/u/4iLZYh0pKQ4BfG6ZWBqfbPKzRx4?view=summary
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Outline:
- Trust protector and beneficiary roles in a group call. (0:38)
- Trusts, beneficiaries, and taxes. (8:33)
- Trust accounting, tax deductions, and related party transactions. (18:26)
- Vesting language and grantor/grantee in a deed for a land trust division. (28:33)
- Investment trusts, accreditation, and transfer of assets. (34:02)
- Transferring assets between business trust entities. (40:12)
- Donating assets to a foundation, simplifying trusts, and avoiding tax issues. (51:13)
- Trusts, estates, and taxes with legal and financial professionals. (1:04:33)