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Founders Series: Irrevocable Trusts As A Major Source Of Revenue For Your Practice

Founders Series: Irrevocable Trusts as a Major Source of Revenue for Your Practice

Irrevocable trusts can be used for almost any client, regardless of their quantity of assets, and should be an important component to your practice. Join two of the ElderCounsel founding Principals, Howard Krooks and Lou Pierro, to learn how to present irrevocable trust options to your clients and why they are a great planning tool for a variety of circumstances. Topics Include:
  • Benefits of Irrevocable Trust Planning
  • Drafting do’s and don’ts
  • Talking to clients about Irrevocable Trusts
  • Case Studies

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