2024 Business/Foundation Trust Q&A Podcast
2024 Business/Foundation Trust Q&A Podcast
Business Q&A Call 10/14/24
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See the Video Recording here:
https://us02web.zoom.us/rec/play/RZzPAVCg3aqePAoR9GekscBFmsgITtVkV9Q6iqKzSJeJdxJA-vti_RdZXNi663gcHlSkpSZdxoX6spL6.nfhXjhpSnC9MxHPt?autoplay=true&startTime=1728922292000
Access the Live Transcript here:
https://otter.ai/u/cgQSR86sIsL6KCjrINNkBW_jZ_M?view=summary
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Outline:
- Celebrations and Initial Questions (0:26)
- Investment Advisory and Trust Expenses (4:56)
- Corpus and Income in Trusts (10:22)
- Medical Expenses and Demand Notes (16:19)
- Business Trust and LLC Conversions (32:22)
- Donations and Membership Reporting (50:08)