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EST302
EST302. Trusts from A to Z and Why They are Still Relevant
Date
September 21, 2020
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COVID-19 UPDATE: ENGAGE 2020 WILL BE 100% VIRTUAL
This session will focus on the non tax advantages and tax advantages of using a trust in planning ones estate.
Learning Objectives:
Learning Objectives:
- Determine what type of trust may be necessary for a client’s tax and non tax objectives to be achieved.
- Learn how trusts can help avoid, delay, or save costs and provide security to a client's family.
- Explain the roles and responsibilities of various trust parties
Learning Objectives
- Determine what type of trust may be necessary for a client’s tax and non tax objectives to be achieved.
- Learn how trusts can help avoid, delay, or save costs and provide security to a client's family.
- Explain the roles and responsibilities of various trust parties
Speaker
Managing Director, Andersen
General
Tracks
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