Apr 12 2024 97 mins
See the Video Recording here:https://us02web.zoom.us/rec/play/YErlz4L-Pu-eJVJ9k-RAGfb_O_w9lwNSzFMpRXkkSupccXpbeu24GsrAzRvK-aZHL_InMPErnkYsbYMe.GtdsSnEHf0tBIOwL?autoplay=true&startTime=1707757660000
Access the Live Transcript here:
https://otter.ai/u/4KsBhnw9Sdejzg6skaW4OPB3Zz4?view=summary
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Outline:
- Trusts and beneficiaries with a new granddaughter. (0:00)
- Trusts, asset protection, and tax filing. (6:57)
- Decanting a land trust into a business trust. (15:51)
- Trusts, taxes, and legal matters. (23:11)
- Trusts and business divisions. (31:00)
- Trusts, power of attorney, and beneficiary rights. (38:38)
- Trust decanting and beneficiary signatures. (43:23)
- Trusts, tax liens, and beneficiaries. (50:10)
- Tax lien investing with legal requirements. (58:08)
- Tax lien investing and entity structure. (1:09:43)
- Trusts and divisions in a business context. (1:17:05)
- Tax lien investing and paperwork. (1:18:25)
- Charitable events and self-dealing in a private family foundation. (1:22:00)
- Trusts, foundations, and tax compliance. (1:29:12)