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$25.00
Ann and Dan with Dunham Trust will share the trustee’s perspective on funding trusts for estate tax planning and long-term administration success, using examples and strategies deployed for their trust clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)
Presented by Ann Rosevear, Esq., Trust Officer and Dan Sands, CFP, Trust Portfolio Manager
Ann and Dan with Dunham Trust will share the trustee’s perspective on funding trusts for estate tax planning and long-term administration success, using examples and strategies deployed for their trust clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)
Presented by Ann Rosevear, Esq., Trust Officer and Dan Sands, CFP, Trust Portfolio Manager
