Kate Langmore

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  A Checklist for Advisors: Maintaining the Quarterback Role Before, During, and After Death

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  Funding: The Critical Role of Advisors

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  Funding: The Critical Role of Advisors

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  Part 2: A Checklist for Advisors – Maintaining the Quarterback Role Before, During, and After Death

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  The Ins and Outs of Charitable Remainder Trusts

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  The Intersection Between Estate Planning and Business Planning

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• 

  Top 10 Estate Planning Misconceptions

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• 

  Trustee Training: Rights & Responsibilities

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  Trustee Training: Rights & Responsibilities – June 2022

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  Trustee Training: Rights and Responsibilities – Nov 2021

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• 

  Trustee Training: Rights and Responsibilities – Nov 2025

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• 

  Trustee Training: Rights and Responsibilities – Oct 2024

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