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PEP Talk: Corporate Trustees – An Untapped Referral Source

Webinar Recorded: October 25, 2016
Presented by Debbie Carter, CTFA, 
The Northern Trust Company and Kristin Yokomoto, JD, Albrecht & Barney
Duration: 30 minutes

Join us for an interview with Northern Trust Officer, Debbie Carter, and Kristin Yokomoto, JD, during which we will discuss the importance and benefits of building relationships with corporate trustees.

Topics addressed:

  • Meaningful Relationships Can Lead to Referrals
  • Client Profile
  • IRA Trusts, Special Needs Trusts, & Complex Asset
  • Naming Trust Protectors to Avoid Court
  • Fulfilling Your Client’s Wishes
  • Risk Management & Family Harmony
  • Summary

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