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Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (TRS4)

Provider: Surgent Accounting and Financial Education

Taxes 4 CPE Credits Advanced QAS self study
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?

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