Review Detail

(Updated: July 26, 2017)
5.0
Average Attendee Rating
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Thorough discussion of asset protection measures that can and should be taken in many circumstances. Liked the way presenter covered a variety of topics pertinent to advisors, including trusts being named as IRA beneficiaries for asset protection purposes, and review of new and changing laws on rights of grantors of self-settled trusts. Just enough detail not to overwhelm, but also not too general or too diluted for experienced practitioners. I would enjoy having Gideon continue with future visits to A4A.

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