Abundance Group Trust

Personal Trust Training Podcast

Arts EN ↓ 12 episodes

Training on How to Fully Implement and Utilize Your Personal Trust.

Be sure to visit the podcast's website and support the creator: abundancegroup.com

Author

Abundance Group Trust

Episodes

Training #1: Trust Basics, Parties to a Trust, and New Client Questionnaire 30.10.2024 1:18:14

See the Video Recording here: https://zoom.us/rec/play/xGdLGzHVXjMx5rcoc2y32UtVVbjEKkOse6x0mQuC0pUdNOWfGBVV9zo_CEbgs-_aEMs8KvXqRwPFBWZM.ibdpBarTCIHG0hab?autoplay=true&startTime=1723564970000 Access the Live Transcript here: https://otter.ai/u/8NPLebNzuUxt6viXm5FkBmLVnPk?view=summary Outline: - Audio issues and solutions with noticeable improvement. (10:42) - Trusts, including statutory and con...

Training #2: Wyoming Private Family Trust Company as Your Trustee 29.10.2024 1:43:12

See the Video Recording here: https://zoom.us/rec/play/0MiQr39O1YNmhQ8Xj4klV2k0AHdDRBuhgQFq6c3D86AR7wcgUPQ3WgOHFC2tY_W_RCMvXRSJ6Ky7np3s. DXOp4z6HLFzCo2RT?autoplay=true&startTime=1724774829000 Access the Live Transcript here: https://otter.ai/u/BNR6g437dk6V6bTzHccXr7fIUu8?view=summary Outline: - Dr. Gina Gaudio-Grace's Personal Meeting Room Introduction (0:55) - Introduction to Wyoming Pri...

Training #3 - Trust Walk Thru 28.10.2024 2:03:19

See the Video Recording here: https://us02web.zoom.us/rec/play/XqeiQoznDXCi38elijiQrnjHENLwF7C8JUw9hWNWEjEE49AFOFiqP-0W175wOzd9p26nZLs90_hWNE52.2EZEUjThROa8UQKT?autoplay=true&startTime=1725379657000 Access the Live Transcript here: https://otter.ai/u/tkcbqoFsL9Y_AKpJm9HgI4ykiXo?utm_source=copy_url Outline: - Introduction and Meeting Setup (0:04) - Trust Binder Structure Overview (2:12) - Detai...

Training #4: Opening Your Trust Bank Account; Purchase of Assets and Liabilities Spreadsheet; Conveying Assets and Liabilities to Your Trust 27.10.2024 1:10:41

See the Video Recording here: https://us02web.zoom.us/rec/play/aAFLuYCdL1a0Hq83aAHhlzbO9Ns4Nv6tI4-2GXMMkp6jZm1-jvIbAmVuDsw-60qSIQ4WSxgjxZfoEeue. QBsgSZAnWzE3ahqc?autoplay=true&startTime=1725984680000 Access the Live Transcript here: https://otter.ai/u/P0lolFNg2jmnnUB1TQivKPxiQNY?view=summary Outline : - Opening the Trust Bank Account (0:03) - Instructions for Personal and Business Trusts (2:36...

Training #5 Part 1 : Conveying of Assets and Liabilities to Your Personal Trust 26.10.2024 52:25

See the Video Recording here: https://us02web.zoom.us/rec/play/cKmOMouPHI4De8NpzeGEgAy2n9j-jynFuaJfvvZwVOLsw2eOTm5WVOLzfxmBgBiB_mFY5VdVvf0CrDMT.-F_4jvj6x6HoYcaz?autoplay=true&startTime=1726589642000 Access the Live Transcript here: https://otter.ai/u/Y7-Uhh983HC859wke9bpQfRGEys?view=summary Outline: - Technical Difficulties and Initial Setup (0:00) - Introduction to Week Five Training (3:24) -...

Training #5 Part 2: Conveying of Assets and Liabilities to Your Personal Trust 24.10.2024 37:09

See the Video Recording here: https://us02web.zoom.us/rec/play/sZnHpFT2JILdONQLwIoLRhh_1qA6kX7ab_Erah8AJnBCBmnrnD458ASQKuVBC_7mEzgpLDaKLpjHezc.85JbsiTBZU3gjkpv?autoplay=true&startTime=1730217792000 Access the Live Transcript here: https://otter.ai/u/iRtDdbluPoIRAjSJc6-HUi0u5KE?view=summary Outline: - Confusion Over Training Calls (3:31) - Starting the Training Call (6:22) - Vehicle Transfer Fo...

Training #6: How to Structure Your Personal Trust if You Have Active Income 23.10.2024 38:51

See the Video Recording here: https://us02web.zoom.us/rec/play/Z7Pge-V3LUNonlfQGWqyNvwkjYh7IOtxxTMqGRmJ9SA5sJdS-YeqF5MAdThx6GW27NYZs3e_8s82T7Mn.v22ln1MPmcI2ZbWV?autoplay=true&startTime=1730826271000 Access the Live Transcript here: https://otter.ai/u/369MHj77062M-w2_Uegt2NwVqEs?view=summary Outline: - Training Call Setup and Initial Discussions (5:54) - Fictitious Name Registration and FinCEN...

Training #7: Trust Protector Training 22.10.2024 28:02

See the Video Recording here: https://us04web.zoom.us/rec/play/2HZ8IVJOkJvrosK7duH84AAKDGU6XjShwHTTOnqUTy1ErGyorjWU6dXK-O7vJmlG7n2A3cJiXzmeico. Vy4OmbcmO3Owvwlt?autoplay=true&startTime=1732035920000 Access the Live Transcript here: https://otter.ai/u/YY7cikLFBsOG_RJKgPvQ3M3EHK8?view=summary Outline: - Trust Protector Training Introduction (5:14) - Powers and Duties of Trust Protectors (10:28)...

Training #8: PTC Manager Training 19.10.2024 47:33

See the Video Recording here: https://us02web.zoom.us/rec/play/I5UjsoIeZI6DSkTQXTM57SlOtRwfmZFiKsDlPKiRwdMzxCFeUOJ7cdWJisREA6mpbppVCRKf-6jprmg.l5A1JvHrfQvCMw7R?autoplay=true&startTime=1733245693000 Access the Live Transcript here: https://otter.ai/u/PxizvwIfGvIQGoQCuotLqMz_iOY?view=summary Outline: - Introduction and Technical Setup (2:59) - Overview of PTC and Its Structure (5:21) - Operating...

Training #9: Operating your trust in corporate credit 18.10.2024 54:15

See the Video Recording here: https://zoom.us/rec/play/z65KRg53dguqzVAvJ-hqlDhGcPUQ9-YWSqY_L9yk2feg7RztpHe2FwKegpDmmkWukbkgSnKlBR4jjoTc.iY-6wqtaVk-aKMU8?autoplay=true&startTime=1733850443000 Access the Live Transcript here: https://otter.ai/u/uztD50EmQeLlVEETYbvCQ35aAc0?view=summary Outline: - IRS Website Downtime and Initial Meeting Setup (3:08) - Introduction to Trust and Corporate Credit Tr...

Training # 10 part 1: Accounting and Bookkeeping 17.10.2024 1:12:55

See the Video Recording here: https://us04web.zoom.us/rec/play/shDQMXoKIgaYZRqk9euJS28e3ocytmdxzutHCWosOK03VdE6HO9Ev9mRZdJhuvg5YcKHIKCl4fLH_V1a. Tal48aXi0WRDC-xR?autoplay=true&startTime=1734455928000 Access the Live Transcript here: https://otter.ai/u/PNHAcpS0DYxZwhW--PyNvfiJj80?view=summary Outline: - QuickBooks Online Overview and Pricing (0:03) - Advantages and Considerations of QuickBooks...

Training # 10 Part 2: Accounting And Bookkeeping 16.10.2024 1:07:24

See the Video Recording here: https://zoom.us/rec/play/c45nxdK-jGwoEj_idzG6algLAVVHLUFwu-JrcJIP9hcb4LOPrkAJF1Xn3N6UFhNz1OuKJwNS76c6bDtB.7BUsChRpBmnKg29I?autoplay=true&startTime=1736270067000 Access the Live Transcript here: https://otter.ai/u/tC1q7r4isd28tKbyr_AztZ3uM-g?view=summary Outline : - Demand Note and Chart of Accounts Overview (0:07) - Interest Expense and Cancellation Process (2:33)...