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Scott DeWeerd and Raquel Sportel discuss the importance of protection power holders in undisclosed trusts.
Undisclosed Trusts After EPIC Omnibus Legislation
On-Demand Seminar (Posted 12/02/24) | Level: Basic
Discover how to leverage undisclosed trust provisions in your estate planning practice. Advise clients on issues, draft with confidence, and avoid traps for the unwary when using this new tool that arose out of the 2024 amendments to EPIC.
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