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Options to Structure Gifts: The Asset Protection Trust, Asset Management Trust & Asset Preservation
Manage episode 474962450 series 3486035
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There are numerous ways to give or leave assets to beneficiaries, and each structure should be carefully tailored to be consistent with the client’s goals. Three common goals for estate planning are to protect, manage and preserve assets. This episode explores ways to structure asset protection, asset management and asset preservation trusts to balance access, control and flexibility.
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