2024 Personal Trust Q&A Podcast

Hosted by Abundance Group Trust

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Latest episode

Feb 2025

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EN-US

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2024 Personal Trust Q&A

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34 recent

February 28, 202556 min

Personal Q&A Call 02/12/25

See the Video Recording here: https://us02web.zoom.us/rec/play/NrrII4BM_bGNk_qpz3b6-3Z5H3zNBW0MAF1AdEB2jkfG3WOE96j-emOFHf0vpw7cUOspxlv2tdHO3_2_.61xKPBQ42WvJTMm8?autoplay=true&startTime=1739379740000 Access the Live Transcript here: https://otter.ai/u/X6k8X8ABLBGGCNkhMulSin39uzQ?view=summary Looking to invest in life insurance and leverage your Trust? Email us at insurance@abundancegroup.com or use the link below to receive your free quote! Get your free quote here: https://www.abundancegroup.com/insurance Creating a Wyoming Private Trust Company (PTC): Pay for your PTC: https://.abundancegroup.com/ptc Create an account: https://belgrovemanagement.com After creating an account, click the "messages" tab on the left side of the page and follow the instructions. Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024support Outline: - Training Session Cancellation and Rescheduling (1:19) - Support Package and Personal Updates (2:48) - Celebrations and FinCEN Reporting Requirement (5:27) - Tampa Event Details and Trust Trainings (9:08) - Event Sponsorship and Ticket Prices (16:05) - FinCEN Reporting Requirement Clarification (16:56) - Personal Trust and Fulfillment Team Updates (20:41) - Trustee Address and Renewal Notices (26:24) - Credit Card Issues and Bill.com Platform (30:54) - Notary Trust and Property Conveyance (41:07) - Insurance and Property Management (51:51) - Final Questions and Closing Remarks (1:02:23)

February 28, 202538 min

Personal Q&A Call 02/05/25

See the Video Recording here: https://us02web.zoom.us/rec/play/hKoflBJQEqpbEYUSx3nSK07zy28bxYyGjMEKG-jLjEfniNeIYyWx8rr6M89BxyZyysinl2cr95xZ8yAX.Siqtl57zaddC7bYP?autoplay=true&startTime=1738774946000 Access the Live Transcript here: https://otter.ai/u/mvIFF5l4XPUuDZc90nZkfX8C3SA?view=summary Looking to invest in life insurance and leverage your Trust? Email us at insurance@abundancegroup.com or use the link below to receive your free quote! Get your free quote here: https://www.abundancegroup.com/insurance Creating a Wyoming Private Trust Company (PTC): Pay for your PTC: https://.abundancegroup.com/ptc Create an account: https://belgrovemanagement.com After creating an account, click the "messages" tab on the left side of the page and follow the instructions. Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024support Outline: - Dr. Gina's Health Update and Meeting Logistics (0:21) - Celebrations and FinCEN CTA Reporting (6:24) - Clarifications on Trust Reporting and Manager Roles (10:00) - Questions on Trust Management and Power of Attorney (18:06) - Trust Protector and Power of Attorney Clarifications (26:13) - Final Questions and Support for Dr. Gina (40:27)

February 28, 202518 min

Personal Q&A Call 01/08/25

See the Video Recording here: https://us02web.zoom.us/rec/play/ah9tCuHAKEagru3cOOpwnVSpIcvY63CS4bSUkBL-Tb9DZ1i1p1c13ou7oJK7pzQaT1UXw5AL00G5-86a.7U-OTHHft3tzeHDa?autoplay=true&startTime=1736355858000 Access the Live Transcript here: https://otter.ai/u/fWjvaIUZOazvsNO-cp4onilpXdk?view=summary Looking to invest in life insurance and leverage your Trust? Email us at insurance@abundancegroup.com or use the link below to receive your free quote! Get your free quote here: https://www.abundancegroup.com/insurance Creating a Wyoming Private Trust Company (PTC): Pay for your PTC: https://www.abundancegroup.com/insurance Create an account: https://belgrovemanagement.com After creating an account, click the "messages" tab on the left side of the page and follow the instructions. Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024support Outline: - Wendy's Retreat and Business Updates (3:23) - FinCEN Updates and Notarization Services (5:53) - Minnesota Tax ID and Trust Management (9:13) - Property Sale Issues and Certificate of Trust (18:30) - Client Portal and Slack Integration (21:20) - Feedback on Slack and Training (38:31) - Fulfillment Changes and Contact Information (39:40)

February 28, 202557 min

Personal Q&A Call 12/11/24

See the Video Recording here: https://us02web.zoom.us/rec/play/TuJYLiJ0kFhlNRMVimzo-QmatD5znkr-_J6Vjq6Ic7keDiZ-789Ko3tpH3-oVoxf5A6YH1ElGkemaXw.Uc4UFXin5NcudCt6?autoplay=true&startTime=1733936573000 Access the Live Transcript here: https://otter.ai/u/Yqhq5IcDJef9Q5UqioVijgZxz-s?view=summary Looking to invest in life insurance and leverage your Trust? Email us at insurance@abundancegroup.com or use the link below to receive your free quote! Get your free quote here: https://www.abundancegroup.com/insurance Creating a Wyoming Private Trust Company (PTC): Pay for your PTC: https://.abundancegroup.com/ptc Create an account: https://belgrovemanagement.com After creating an account, click the "messages" tab on the left side of the page and follow the instructions. Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024support Outline: - Celebrations and Introductions (0:40) - Discussion on Trusts and Gifting (6:28) - California Trusts and Legal Concerns (13:01) - Insurance and Trust Management (22:36) - Vehicle Ownership and Trusts (29:08) - Contractual Contributions to Trusts (45:55) - Final Questions and Meeting Schedule (58:29)

December 11, 202457 min

Personal Q&A Call 12/04/24

See the Video Recording here: https://zoom.us/rec/play/NOeK33iJlUzNJrNPC7i_sDAnWeVIoXArn_fpSdU0xRYvaCB339GhVUHYU9hptBWDbfpKoH1aHj0sONCK.nyVXrZ1ZChLtDBBe?autoplay=true&startTime=1733331832000 Access the Live Transcript here: https://otter.ai/u/aSh0Gy1DwAUGr61YPshkSv2VtOg?view=summary Looking to invest in life insurance and leverage your Trust? Email us at insurance@abundancegroup.com or use the link below to receive your free quote! Get your free quote here: https://www.abundancegroup.com/insurance Creating a Wyoming Private Trust Company (PTC): Pay for your PTC: https://.abundancegroup.com/ptc Create an account: https://belgrovemanagement.com After creating an account, click the "messages" tab on the left side of the page and follow the instructions. Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024support Outline: - Celebration of Corporate Transparency Act Ruling (0:43) - Gratitude and Personal Celebrations (9:18) - Questions on Trust Documentation and Notarization (13:26) - Handling Original Trust Documents and Beneficiary Designations (22:22) - Clarification on Trust Instrument and Beneficiary Responsibilities (38:49) - Upcoming Event and AI Integration (54:22) - Final Questions and Meeting Conclusion (58:00)

December 11, 202428 min

Personal Q&A Call 11/20/24

See the Video Recording here: https://zoom.us/rec/play/69_o8jALpOxk0PmD9gRHyNWwADRs9DuEm4ZAd4s30WefIUxd5c8SdJAv5Yvt_kyZTBmjG-FwF35CUXhv.SPy7aemxIWzmw9pI?autoplay=true&startTime=1732122449000 Access the Live Transcript here: https://otter.ai/u/dDN2D3fC3rqPWl4kguLo4TpdKSA?view=summary Looking to invest in life insurance and leverage your Trust? Email us at insurance@abundancegroup.com or use the link below to receive your free quote! Get your free quote here: https://www.abundancegroup.com/insurance Creating a Wyoming Private Trust Company (PTC): Pay for your PTC: https://.abundancegroup.com/ptc Create an account: https://belgrovemanagement.com After creating an account, click the "messages" tab on the left side of the page and follow the instructions. Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024support Outline: - Celebrations and Initial Questions (0:07) - Clarification on Notary and Signature Sessions (3:23) - Details on Notary Live and Document Signing (8:02) - Coordination and Technical Requirements for Notary Live (10:07) - Clarification on Wyoming LLCs and Domestication (12:10) - States That Do Not Support Domestication (15:56) - Deferred Compensation Trust and Taxation (23:58) - Final Questions and Meeting Conclusion (29:19)

November 18, 202415 min

Personal Q&A Call 11/13/24

See the Video Recording here: https://us04web.zoom.us/rec/play/tphVXFTIfEXmvFgj1DqCjR9Ft-mUihCQxrjb-okbYjezQoIHfOq4luIbDQQ6eH7QlHaJpm7ekLm85W23.0t4NAEhGJfY1a6Gp?autoplay=true&startTime=1731517474000 Access the Live Transcript here: https://otter.ai/u/l_pd9v1XNV0losLV8fobUsAYgaI?view=summary Looking to invest in life insurance and leverage your Trust? Email us at insurance@abundancegroup.com or use the link below to receive your free quote! Get your free quote here: https://www.abundancegroup.com/insurance Creating a Wyoming Private Trust Company (PTC): Pay for your PTC: https://.abundancegroup.com/ptc Create an account: https://belgrovemanagement.com After creating an account, click the "messages" tab on the left side of the page and follow the instructions. Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024support Outline: - Meeting Introduction and Initial Discussions (4:05) - Waiting for Participants and Meeting Start (11:34) - Discussion on Life Insurance Policies and Trusts (13:21) - Questions on Life Insurance and Trust Management (22:34) - Complex Legal Issues and Final Remarks (26:38)

November 8, 20241 hr 12 min

Personal Q&A Call 11/06/24

See the Video Recording here: https://us02web.zoom.us/rec/play/81fhXhwjqxSvzSS-sPQzw7s94pHSAdEbBrkR5Ixzd0fnTNLRLill3DYCI_xwJT5EHHshwrKnGid4gj8K.57Dp36cqzFID6rGS?autoplay=true&startTime=1730912574000 Access the Live Transcript here: https://otter.ai/u/dF6GNsOLOTK_f_uMRgiFoKetiWI?view=summary Looking to invest in life insurance and leverage your Trust? Email us at insurance@abundancegroup.com or use the link below to receive your free quote! Get your free quote here: https://www.abundancegroup.com/insurance Creating a Wyoming Private Trust Company (PTC): Pay for your PTC: https://.abundancegroup.com/ptc Create an account: https://belgrovemanagement.com After creating an account, click the "messages" tab on the left side of the page and follow the instructions. Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024support Outline: - Election Celebrations and Training Recap (0:32) - Technical Difficulties and Meeting Introduction (6:38) - Tax Season and PTC Renewals (7:19) - Beneficial Owner Filings and Trust Protector Disclosure (12:17) - Clarification on Trust and LLC Filings (32:07) - Operating Agreements and Customization (33:33) - Training Events and Podcast Access (45:07) - Life Insurance and Trust Ownership (51:12) - Asset Protection and Deferred Compensation Trust (1:00:31) - Brokerage Accounts and Banking Challenges (1:11:08)

November 4, 20241 hr 5 min

Personal Q&A Call 10/30/24

See the Video Recording here: https://us02web.zoom.us/rec/play/spuXjPVqX8LQHPE9yj5PvOl68IXvvaicfAAwVnpN6iJwsI_hUqQH7cLvMDWufictpqpqQilaYe9eaSI4.NpZVB1HE9pQu_OP0?autoplay=true&startTime=1730304114000 Access the Live Transcript here: https://otter.ai/u/myKiQnW0k6WvU3SWQNMQUF-Gjdk?view=summary Looking to invest in life insurance and leverage your Trust? Email us at insurance@abundancegroup.com or use the link below to receive your free quote! Get your free quote here: https://www.abundancegroup.com/insurance Creating a Wyoming Private Trust Company (PTC): Pay for your PTC: https://.abundancegroup.com/ptc Create an account: https://belgrovemanagement.com After creating an account, click the "messages" tab on the left side of the page and follow the instructions. Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024support Outline: - Insurance Claim Issues and Meeting Introduction (0:07) - Celebrations and Personal Updates (3:46) - S Corp and Trust Ownership Clarification (6:29) - Trustee and Investment Advisor Changes (8:47) - Property Trust and Interest Holder Changes (10:31) - LLC and Passive Income Conversion (17:57) - Property Management and Trustee Roles (28:09) - Lease Commencement Payments and Purchase Agreements (1:03:19) - PTC and S Corp Filing (1:03:47) - Final Questions and Closing Remarks (1:09:11)

October 28, 202443 min

Personal Q&A Call 10/23/24

See the Video Recording here: https://us02web.zoom.us/rec/play/e5Qyw4snGpT9qQT48Y3bp_Of2wy9Hx9mXhtph-AP_vpbvVprAQqmLt902yXQ-LQ5lZSyzYlVgkVccpxT.aQaDVJupVwGOsPSY?autoplay=true&startTime=1729699649000 Access the Live Transcript here: https://otter.ai/u/Vkt0kZt6Y2yJX3F0fdj7-ipWvRI?view=summary Looking to invest in life insurance and leverage your Trust? Email us at insurance@abundancegroup.com or use the link below to receive your free quote! Get your free quote here: https://www.abundancegroup.com/insurance Creating a Wyoming Private Trust Company (PTC): Pay for your PTC: https://.abundancegroup.com/ptc Create an account: https://belgrovemanagement.com After creating an account, click the "messages" tab on the left side of the page and follow the instructions. Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024support Outline: - Meeting Logistics and Audio Issues (0:43) - Gardening and Pickling Discussion (8:15) - Non-Charitable Specific Purpose Trust (NCSPT) Questions (10:26) - FinCEN Report and Business Trust Division (20:41) - Hypothetical Government Collapse and Trust Persistence (36:09) - Podcast and Meeting Recordings Update (38:26) - Government Debt and Middle Class Concerns (41:24) - Future Event Planning and Speaker Ideas (45:42)