Vendor Platform
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.
Tax practitioners who advise clients on the benefits of establishing a trust
Advanced
A basic understanding of simple trusts
None
Read bio
$149.00 - Member
$289.00 - Nonmember
Note: Online pre-registration will close on July 22 at 12:30 PM.
Remind me to register
Print a registration form