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Slide 1© 2008 Northern Trust Corporation northerntrust.com The Northern Trust Experience A C C E S S. E X P E R T I S E. S E R V I C E. Daniel F. Lindley, President The…

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Slide 1 Oklahoma’s 529 College Savings Plan (OCSP) Slide 2 The Cost of College Use our College Planner Mobile App to learn more. Based on four years of average tuition…

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Slide 1 © 2012, College for Financial Planning, all rights reserved. Module 8 Estate Planning for Special Situations: Incapacity, Family Arrangements & Selecting Fiduciaries…

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Class 18 Question 1 Hobart died. Which of the following are included in his gross estate? a bonus Hobart had earned, but not received at his death. the value of a trust created…

Class 17 Question 1 Belinda Carr, a widow, wants to make equal gifts totaling $8 million outright to her four grandchildren in 2015. If Belinda has not made any prior taxable…