Today, Private Client Services Partners Erin Nicholls and Michael Clear will be presenting at the Connecticut Bar Association's event, 2024 Federal Tax Institute of New England. Erin and Michael’s session titled Protectors, Selectors, Substitutors, Oh My: Advanced Trust Drafting will provide an overview of trust design, emphasizing types of trusts, the role of trustees, the utilization of directed trusts, and the practical implications of distribution terms. Participants will hear about real-life cases examining the relationship between trusts, tax planning, and asset protection planning. For more information, click here: https://lnkd.in/eYm-7Fp3
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Losing a loved one is emotionally challenging, and managing their estate can add significant complexity. Executors or trustees must navigate final expenses, legal requirements, and tax filings. From individual income tax returns to estate or trust filings, understanding these responsibilities is crucial. 🦉 Read the article: https://ow.ly/wu2S30sIMyq
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Losing a loved one is emotionally challenging, and managing their estate can add significant complexity. Executors or trustees must navigate final expenses, legal requirements, and tax filings. From individual income tax returns to estate or trust filings, understanding these responsibilities is crucial. 🦉 Read the article: https://ow.ly/zu3k50UtpmX
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Losing a loved one is emotionally challenging, and managing their estate can add significant complexity. Executors or trustees must navigate final expenses, legal requirements, and tax filings. From individual income tax returns to estate or trust filings, understanding these responsibilities is crucial. 🦉 Read the article: https://ow.ly/GCJF30sIS1h
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Losing a loved one is emotionally challenging, and managing their estate can add significant complexity. Executors or trustees must navigate final expenses, legal requirements, and tax filings. From individual income tax returns to estate or trust filings, understanding these responsibilities is crucial. 🦉 Read the article: https://ow.ly/4iwg30sJ1gR
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CERTIFIED FINANCIAL PLANNER™ ► Financial Empowerment Advocate ► Travel Enthusiast
Losing a loved one is emotionally challenging, and managing their estate can add significant complexity. Executors or trustees must navigate final expenses, legal requirements, and tax filings. From individual income tax returns to estate or trust filings, understanding these responsibilities is crucial. 🦉 Read the article: https://ow.ly/nvOQ30sJ7WM
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Losing a loved one is emotionally challenging, and managing their estate can add significant complexity. Executors or trustees must navigate final expenses, legal requirements, and tax filings. From individual income tax returns to estate or trust filings, understanding these responsibilities is crucial. Read the article: https://ow.ly/3gu930sJaf1
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Fiduciary and Fee-Only financial planner helping individuals, families, and business owners plan for the future.
Losing a loved one is emotionally challenging, and managing their estate can add significant complexity. Executors or trustees must navigate final expenses, legal requirements, and tax filings. From individual income tax returns to estate or trust filings, understanding these responsibilities is crucial. 🦉 Read the article: https://ow.ly/EeaL30sIW2i
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Losing a loved one is emotionally challenging, and managing their estate can add significant complexity. Executors or trustees must navigate final expenses, legal requirements, and tax filings. From individual income tax returns to estate or trust filings, understanding these responsibilities is crucial. 🦉 Read the article: https://ow.ly/uOLL30sILKL
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From Each According To Their Ability? An Analysis Of Endowment Taxation And Potential Earnings, 35 Can. J.L. & Juris. 241 (2022) https://bit.ly/41tNGOT by Erick Sam (University of Utah S.J. Quinney College of Law) #tax #taxlaw #taxpolicy
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Wills and Probate Legal Executive at J M Wills and Legal Services Limited - 0115 7522196
💡💭 Protect your assets and loved ones with JM Wills' Trust services. From succession planning to reducing tax liabilities, our experts are here to guide you. #TrustPlanning #JMWillExperts 🏦💚 [Link: https://bit.ly/3urjTs8]
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