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Everything You Need to Know About Trusts 2023

April 24 @ 8:00 am - 3:30 pm

An overview of trust laws and a review of general concepts. Common structures and review of some more advanced trust planning issues. Extensive coverage planning issues through a discussion of trust administration. The discussion covers special needs planning, asset protection; gift and estate tax planning; use of most common trusts; and portability versus A-B and A-B-C trusts.

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April 24
8:00 am - 3:30 pm