See the Video Recording here: https://zoom.us/rec/play/eQKZhKfIdkv_84tRwASOh-BGsbkfsNieXnXo4mImAB6gTBrUWj-pLUAkSWnCywSKBn5dKa31pMyyIcBV.T1hDpgpinA6me-xD?autoplay=true&startTime=1699290441000
Access the Live Transcript here: https://otter.ai/u/fhL-ZR9JtPsupMe0hiRvYMy-TNY?utm_source=copy_url

Looking to invest in life insurance and leverage your Trust?

• Email Ben at ben@abundancegroup.com, or use the link below to receive your free quote!
• Get your free quote here: https://www.abundancegroup.com/insurance

Important links from this call:

• Setting Up Your Wyoming Private Trust Company (PTC)
• www.abundancegroup.com/wyllc
• Change of Name - Exempt Organization (IRS)
• Submit Feedback to Abundance Group Trust
• Waiver of Notice to Decant
• Acts of self-dealing by Private Foundations

Outline:-Trusts, taxes, and family celebrations. (0:01)
-Funding a Business Trust with personal accounts. (17:07)
-Using a foundation for asset protection and charitable giving. (23:04)
-Trusts, foundations, and taxes. (31:57)
-Client portal access and feedback form. (38:32)
-New platform for client portal and communication. (47:40)
-Personal trusts and memorandum. (55:25)