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Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?
Tax practitioners who advise clients on the benefits of establishing a trust Prerequisite
A basic understanding of simple trusts Advance Preparation
None IRS Approved
No CFP Approved
No
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