Trust Topics And Trends For Financial Advisors

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27 reviews

 
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(Updated: October 11, 2012)
4.0
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Wrong speaker mentioned above, but the attorney offered some helpful suggestions for amending irrevocable trusts.

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(Updated: October 11, 2012)
3.0
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Great topic. It would be helpful if the topic was broken into several sessions (e.g. 101, 102, 103). I would find it more useful if case studies were used showing how various estate planning added value to the client

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(Updated: October 11, 2012)
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Excellent! Can certainly use in my practice.

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(Updated: October 11, 2012)
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Very good and informative.

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(Updated: October 11, 2012)
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