This course provides in-depth information to enable the practitioner
to make a well-informed decision as to whether a trust is the
appropriate vehicle for a clients financial, estate, and/or asset
protection plan, and, if so, how the trust can best be implemented and
operated. Participants will learn about the many different types of
trusts that can be harnessed to save clients income, estate,
generation-skipping, and other taxes, at both the federal and state
level.
courses
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10/06/2020 Last update