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Education Protecting Inheritances

1. Protecting Inheritances from Creditors By Ward J. Wilsey, JD, LLM 3655 Nobel Dr. Suite 345 San Diego, CA 92122 (858) 764-2672 [email_address] 2. The Problem Discretionary…

Documents Silver Lining Playbook for Difficult to Administer Trusts Barry A. Givner, Senior Vice President...

Slide 1 Silver Lining Playbook for Difficult to Administer Trusts Barry A. Givner, Senior Vice President Senior Wealth Strategist Estate Planning Council of Greater Miami…

Documents Trustee must invest following the appropriate standard of care. Personally liable for failure to do...

Slide 1 Slide 2  Trustee must invest following the appropriate standard of care.  Personally liable for failure to do so.  But, trustee is not an insurer; only liable…

Documents BY PATRICIA E. KEFALAS DUDEK SPECIAL NEEDS TRUSTS P ATRICIA E. K EFALAS D UDEK & A SSOCIATES 30445.....

Slide 1 BY PATRICIA E. KEFALAS DUDEK SPECIAL NEEDS TRUSTS P ATRICIA E. K EFALAS D UDEK & A SSOCIATES 30445 Northwestern Highway, Suite 250, Farmington Hills, Michigan…

Documents Sioux Falls Estate Planning Council April 16, 2015 Division of Banking 1.

PowerPoint Presentation Sioux Falls Estate Planning Council April 16, 2015 Division of Banking 1 SD Banking Profile State Chartered Institutions: 57 Total Assets: $21,473,657…

Documents Special needs trusts

Special needs trusts BY PATRICIA E. KEFALAS DUDEK Special needs trusts Patricia E. Kefalas Dudek & Associates 30445 Northwestern Highway, Suite 250, Farmington Hills,…

Documents Law Notes Online October 2014

Keep in touch! Alumni Updates Christina Briggs [email protected] Welcome to the October issue of Law Notes Online. It has been quite busy since our summer issue. In…