2min chapter

SaaS Interviews with CEOs, Startups, Founders cover image

The Revocable Living Trust Cheat Code for SaaS Founders (Save millions on taxeS)

SaaS Interviews with CEOs, Startups, Founders

CHAPTER

Navigating Corporate Trustee Licensing and Strategic Investments

This chapter explores the intricacies of obtaining a corporate trustee license, highlighting the regulatory challenges and the importance of building strategic connections in South Dakota. The speakers weigh the option of acquiring an existing trust company against pursuing a new licensing route, shedding light on investor relationships and banking charter limitations.

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