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ENGAGE 2020


Review of Documents


Jun 8, 2020 3:00pm ‐ Jun 8, 2020 4:15pm

Description

Gain practical and useful knowledge of estate planning documents.

Learning Objectives:

• Review actual paragraphs from wills and trusts

• Discuss tax and non-tax issues

• Obtain a checklist of specific items to address with clients

Speaker(s):

Tags: EST

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