Trust Advisor Training Podcast

Week #1 - Trust Structures: When to Use Them and Why

Mon, 31 Oct 2022 14:00:00 -0400

See the Live Recording here: https://us02web.zoom.us/rec/play/VL3Fc0WZp3NG-oodhZZDRx4qFOs6pGj6EfoINTuOAqZxhQxJsd7OsDd1Ydi_LwuQ3HGlTJk3e4-LbHc.l1HjuhVydg6OXo8H?autoplay=true&startTime=1655827390000

Access the Transcript here: https://otter.ai/u/jcRIDZIbejZrufrjHCL68qGoVdw

Four Structures for Active Income: https://docs.google.com/drawings/d/18-5ArRKlxP13Z7GgZuOqqDvRU0zgg0afxt5IGs0r9Qg/edit?usp=drivesdk

Structure Flowcharts: https://drive.google.com/drive/folders/1HbRPQ9sd5pxi-8EJoQlNydiJS-6fP4aF

Week #2 - Trust Structures: When to Use Them and Why (Part 2)

Sun, 30 Oct 2022 14:00:00 -0400

View the Live Recording here: https://us02web.zoom.us/rec/play/q4c2ExlkpnSLqO7sZM3ZcUBT95JtulVPU3CCPC__KInfRv-pgNuMCLEaaIsdB6BE3iI51PbJ6XlAbxyq.na3ST_3ltyIXHsih?autoplay=true&startTime=1656432216000

Access the Transcript here: https://otter.ai/u/N87lHhIYQZZrh8qT43hLaK37kS8

Four Structures for Active Business Income: https://docs.google.com/drawings/d/1vwsCitqx0W5LRGuQqkXJjdPlE2lUYv4kpYlkJULoDNU/edit

Structure Flowcharts: https://drive.google.com/drive/folders/1HbRPQ9sd5pxi-8EJoQlNydiJS-6fP4aF

Week #3 - Trust Structures: When to Use Them and Why (Part 3)

Sat, 29 Oct 2022 14:00:00 -0400

View the Live Recording here: https://us02web.zoom.us/rec/play/Q0GSJ65ZvGR3iV9zbuc_-y9DJWV5B1HMoKy76FhXQxhrlT90b16L04ae3UNcuaXRsHoAA0J1zUN26m41.rQip98vt3DuLmfVK?autoplay=true&startTime=1657641928000

Access the Transcript here: https://otter.ai/u/Nj-YccxniuJzdNvuzdEmcJ0sL10

Four Structures for Active Business Income (1-4): https://docs.google.com/drawings/d/18-5ArRKlxP13Z7GgZuOqqDvRU0zgg0afxt5IGs0r9Qg/edit

Four Structure for Active Business Income (5-8): https://docs.google.com/drawings/d/1vwsCitqx0W5LRGuQqkXJjdPlE2lUYv4kpYlkJULoDNU/edit

Week #4 - Personal Trust Instructions (Part 1)

Fri, 28 Oct 2022 14:00:00 -0400

See the Live Recording here: https://us02web.zoom.us/rec/play/SS_atGl663DwfgjiKRdP-WLF3ii7loSE3uj1B83cwwOqhoA9uMIiLaT8wK1UZiSZ-GimhXwWSHKe1wuE.-geA5N8VpJ2iiWJU?autoplay=true&startTime=1658246794000

Access the Transcript here: https://otter.ai/u/OUuTAocgpW7J2wep_d3_A-7mEEM
Instructions for Personal Trusts: https://www.abundancegroup.com/instructions

Musical Chairs Decision Tree: https://www.abundancegroup.com/decisiontree

Conveying Assets and Liabilities: https://docs.google.com/spreadsheets/d/102ZnB_rfA1hvA-nBB4c_ynofb9aVY92F/edit#gid=1374391922

Week #5 - Personal Trust Instructions (Part 2)

Thu, 27 Oct 2022 14:00:00 -0400

See the Live Recording here: https://us02web.zoom.us/rec/play/85VFx3nKwlPpfXRTy6PmAT17Tu_Sg96ndZpCs1prSJJicaTpr5975uS5AsXO1j9NcwaZUv1NJ9HMB2qC.q_EpdSLfMCsFlY2g?autoplay=true&startTime=1658851340000

Access the Transcript here: https://otter.ai/u/2LnkJp5MyugOLQ59PfrMiBWVhuU

Instructions for Personal Trusts: https://www.abundancegroup.com/instructions

Conveying Assets and Liabilities: https://docs.google.com/spreadsheets/d/102ZnB_rfA1hvA-nBB4c_ynofb9aVY92F/edit#gid=1374391922

Week #6 - Personal Trust Instructions (Part 3)

Wed, 26 Oct 2022 14:00:00 -0400

See the Live Recording here: https://us02web.zoom.us/rec/play/c53lMzbeV55REgr5YCxd_Q5ggr73G0fDqorxAVXqEijzukYG49ncRp1GkliapnFdtKCkLOBIzAFxBttz.-zSg91Zb_XUrqwRs?autoplay=true&startTime=1659456258000

Access the Transcript here: https://otter.ai/u/W1PYvTJEIoH1v5XsdpJvTT5bhhA

Instructions for Personal Trusts: https://www.abundancegroup.com/instructions

Deposit Expense Register: https://drive.google.com/file/d/1oUpa2eUX2cWzV1r90asK80-7npj_R8s8/view

Chart of Accounts: https://drive.google.com/file/d/1DkWcD5K0SI_cP_z6aYnYEZPbcNfHQi13/view

1041 Return: https://drive.google.com/file/d/15K_6xc 0fxpDIi-9exqtP5igojpg48cZD/view?usp=sharing

Week #7 - Wrap Up of Personal Trust Instructions/Start of Business Trust Instructions

Tue, 25 Oct 2022 19:00:00 -0400

See the Video Recording here: https://us02web.zoom.us/rec/play/PSkTemFT-VZSdWtKMKOGMkAYolWiSBb3MwYWaMBWQkJ61KFC774hvFxQ3zJeRVrJpc1-DgzuPNKBZdSi.TG-1rMoE2tPTMIgC?autoplay=true&startTime=1660061115000

Access the Transcript here: https://otter.ai/u/lDENiaTSLXeDJcfcDllV6GkLG-s

Instructions for Personal Trusts: https://www.abundancegroup.com/instructions

Instructions for Business Trusts: https://docs.google.com/document/d/1GpBM9waRMhfbfvEaarBrudtbrkYlSDg2wiPeeavpp4k/edit

LLC Operating Agreement - Statement of Membership Interest, Partnership Interest, and Identification of Manager: https://docs.google.com/document/d/1cqD3ly4NJV3J2-yByChpKvPZYetoCRCS/edit

Week #8 - Business Trust Instructions (Part 2)

Mon, 24 Oct 2022 19:00:00 -0400

See the Video Recording here: https://us02web.zoom.us/rec/play/JHnb53bULk1lJ5-U9Vi3KMHuvEizilMFuVR9emmSH6qZw3JNS60zK3tJaBYSki4HODJoajP2wiyVIU0y.UKy28-aTKfcXVr5C?autoplay=true&startTime=1660666239000

Access the Transcript here: https://otter.ai/u/ZzZ4kCkd0rT3uNeYOA3c9erAst0

Business Trust Instructions: https://docs.google.com/document/d/1GpBM9waRMhfbfvEaarBrudtbrkYlSDg2wiPeeavpp4k/edit

Articles of Formation: https://docs.google.com/document/d/11VpfHWuOvwH8c8AlafFAQEZWzgx97S3d/edit

Divisional Certification of Trust: https://docs.google.com/document/d/1WC1haX32uKbjpamLi9UxMSOpC0rZFBXE/edit

Declaration of Term Renewal: https://docs.google.com/document/d/13IgN412TUx7WL-4sqNHXQTlhctBU7DzC/edit

Professional Services Agreement: https://docs.google.com/document/d/1NaCmKIwqgV_F4j8bPQrVhmUM_mfFhbvx/edit

Equipment and IP Lease Agreement: https://docs.google.com/document/d/1ZpxtyOeOqfefJ_S0hHqlkY9FqbY5RTaq/edit

Weiss's Concise Trustee Handbook: https://www.abundancegroup.com/concisehandbook

Week #9 - Selling a Business

Sun, 23 Oct 2022 19:00:00 -0400

See the Video Recording here: https://us02web.zoom.us/rec/play/2HhN6IgW0hmHROShHPFViX0m0mWN_9ZV_vrymBWnz_nCFUWZ58hPOXM4lRdD3WwX03FwEcy_5lML9I-c.OS067bKGKUFV6FtL?autoplay=true&startTime=1661270763000

Access the Transcript here: https://otter.ai/u/85ax4RRvrj2I_B76qbLt b_GX1zc

Business Trust Instructions: https://docs.google.com/document/d/1GpBM9waRMhfbfvEaarBrudtbrkYlSDg2wiPeeavpp4k/edit

Week #10 - Case Studies

Sat, 22 Oct 2022 20:00:00 -0400

See the Video Recording here: https://us02web.zoom.us/rec/play/svoXptdZ8zL2hD72VqR8oSLhkUQWq4wJhlew1qLWrrqmZY3mEDrecRpfr_ItwsYBnPQqw7S58GbiCJc5.5Tq5uogO5beyGQtu?autoplay=true&startTime=1661875489000

Access the Transcript here: https://otter.ai/u/ud9S2_r4B9rP2l0mbEgGRwLBfk8

Week #11 - Foundations

Fri, 21 Oct 2022 20:00:00 -0400

See the Video Recording here: https://us02web.zoom.us/rec/play/O8IlQFIbQhHjYE0Pn8WV-ROGA-Z7mXlXA9Z94GhFR_ldpBRp3ge84zhJavOUYWEVyWAe5K-mhV1VrqqP.POazuXZ9jgUzFLpQ?autoplay=true&startTime=1662480370000

Access the Transcript here: https://otter.ai/u/2LDGQs3l3oT4vpgTPclWqwym_rk

The Stewardship Institute: Family Foundation Workshop Guide Book: https://docs.google.com/document/d/1j-1V-cMrF5UD5wz2-e4H3Fg09YFffT0g/edit

PFANA: Charitable Giving of Real Estate: https://drive.google.com/file/d/1NtDVLtrd4Z3DDHGCWM2CPrPGmJT0AQyH/view?usp=sharing

Charles Hooper
Phone: (916) 543-3205
Email: stewardshipgroup@yahoo.com

Week #12 - Implementing Foundations

Thu, 20 Oct 2022 20:00:00 -0400

See the Video Recording here: https://us02web.zoom.us/rec/play/opo_XbHZRUjyHkznh_Etz_gGbnK2rkDuYCp_voR0nfqcgcHIw-yF-h2uFWOLtNrKEbnrFm2u_SyDgE-U.LVEOtS-tnPVN9bTV?autoplay=true&startTime=1663084959000

Access the Transcript here: https://otter.ai/u/2dG_7p_SSAIhSysbF-J4oYz27gI

Business Trust Instructions: https://docs.google.com/document/d/1GpBM9waRMhfbfvEaarBrudtbrkYlSDg2wiPeeavpp4k/edit

Form 1023 Example & Instructions: https://www.irs.gov/pub/irs-prior/f1023--2017.pdf

Life Cycle of a Private Family Foundation: https://www.irs.gov/charities-non-profits/private-foundations/life-cycle-of-a-private-foundation

GD Sanford Foundation (Example Foundation Website): https://GDSanfordFoundation.org

Week #13 - Weiss's Concise Trustee Handbook

Wed, 19 Oct 2022 20:00:00 -0400

See the Video Recording here: https://us02web.zoom.us/rec/play/ubLYuFjnA69mffkgcPOXPKqEShbpvP3P6agV5LS5uP3pTmhlUHvvI0ZOBZ8J32UNRwTLZCbRx1MjLhk1.DpFco2qvucRorAi7?autoplay=true&startTime=1663689719000

Access the Transcript here: https://otter.ai/u/VbCOXPOxnRTbB5E_XGtTZVoMWdI

Weiss's Concise Trustee Handbook: https://abundancegroup.com/concisehandbook

Trustees in Commerce: A Way of Life by Carlton A. Weiss: https://steemit.com/freedom/@hoaloha/trustees-in-commerce-a-way-of-life-by-carlton-a-weiss