Wyoming PTC Q&A Podcast

Hosted by Abundance Group Trust

Business ManagementInterviews guests

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Episodes

Latest episode

Apr 2024

Language

EN-US

About the show

On the first Monday of each month, Jonathan Feniak from Cloud Peak Law will be joining us to discuss Wyoming PTCs and answer questions surrounding this topic.

Listen to episodes

3 recent

April 12, 20241 hr 42 min

Q&A Call 03/04/24

See the Video Recording here:https://us02web.zoom.us/rec/play/xOTzf01rS4WeUWfxJqQAPSXmFxMWOFniJkF8bLggxxBFlb5DiIB28OeJkdoOT8skNvBSQfcZ2TUjopsW.rXGvEvDwNF6r4Zzy?autoplay=true&startTime=1709571891000Access the Live Transcript here:https://otter.ai/u/f2EdB0cCDKr8NSkuapRKZuXRjEY?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/insuranceCreating a Wyoming Private Trust Company (PTC): Pay for your PTC: https://.abundancegroup.com/ptcCreate an account: https://belgrovemanagement.comAfter 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/2024supportOutline:- Corporate transparency and location preferences. (7:51)- Corporate transparency act's constitutionality and wasteful compliance. (11:03)- Corporate transparency and compliance. (16:48)- Tax implications of cryptocurrency investments. (23:01)- Trust management and tax status for a family trust. (28:16)- Managing trusts with multiple non-familial settlors. (35:54)- Private family trust companies and legal issues. (42:43)- Business trusts and asset protection. (46:57)- Investment trust requirements for accredited investors. (55:15)- Accredited investor qualifications and trust structures. (57:13)- Land trusts and division naming conventions. (1:09:26)- Recording deeds for property transfers. (1:15:29)- Transferring property from Land Trust to business trust. (1:18:04)- Trusts and estate planning strategies. (1:22:31)- Trustee roles and liability. (1:28:37)- Trusts, co-trustees, and title defects. (1:34:51)- Trusts and taxes for businesses. (1:43:08)- Narrow court ruling on financial reporting. (1:50:09)- Podcast links and updates. (1:51:29)

February 6, 20241 hr 18 min

Q&A Call - 02/05/24

See the Video Recording here: https://us02web.zoom.us/rec/play/h2hOn9L3864p2Pma4ve3f47MG_NJUUApnI04KITMwWGMIR3Pj5KI5WnAZnhQtpeAgEB6DfNDsMNdnOqx.-rgLcFXWpUvIYGm0?autoplay=true&startTime=1707152540000Access the Live Transcript here: https://otter.ai/u/BYDll45ptNbZyoNSucptUxkTntE?utm_source=copy_url Important links from this call:Set up a Wyoming Private Trust CompanyBelgrove Management Intake FormsOutline:-Business ventures and PPC questions. (0:03)-Investment advisors and trusts. (1:51)-Real estate investing and financial planning. (7:24)-Private Family Trust Companies in Wyoming. (12:17)-Private Family Trust Companies in Wyoming. (15:54)-Trust management and investment decisions. (22:21)-Trust distributions and asset protection. (27:43)-Trusts, investment committees, and fees. (32:40)-Corporate transparency act and reporting requirements. (38:57)-Corporate transparency and reporting requirements. (43:59)-CTA reporting requirements and privacy concerns. (49:55)-Trusts, beneficiaries, and 501(c)(3) organizations. (55:59)-Trusts, charities, and legal requirements. (1:00:27)-Trusts, foundations, and LLCs for business management. (1:07:43)

December 4, 20231 hr 29 min

Q&A Call 12/04/23

See the Video Recording here: https://us02web.zoom.us/rec/play/tfVFLoSr-BpXEaDJA7VuK7NDqchmqOR9MMiaU0x6V8rEp0_by5B3lIfikKiDBVZRkST1flsWrNOGYINF.HU7IRbXQVk9gyZUn?autoplay=true&startTime=1701709291000Access the Live Transcript here: https://otter.ai/u/VmoM6-TCtl7VFLJpWHjj17W6AzM?utm_source=copy_url Important links from this call:Set up a Wyoming Private Trust CompanyBelgrove Management Intake FormsOutline:-Wyoming Private Family Trust companies. (0:02)-Trusts, tax mitigation, and family offices. (3:07)-Using purpose Trusts for asset protection in Wyoming. (8:42)-Tax mitigation strategies for Private Trust companies. (15:04)-Managing Private Trust companies and asset protection. (21:21)-Trusts, Private Family Trust companies, and management. (25:59)-Trusts, asset management, and tax implications. (31:52)-Trusts and asset protection strategies. (37:21)-Trusts, asset protection, and business structure. (42:15)-Trusts, investments, and legal requirements. (48:41)-Investment committee oversight and asset protection. (54:19)-Corporate transparency and beneficial ownership reporting. (59:24)-Corporate transparency and Trust formation. (1:05:05)-Corporate transparency and nominee services. (1:09:51)-Managing private trust companies and avoiding IRS risk. (1:15:50)-Business Trust and appointment of successor trustee. (1:22:50)