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Join us for a refresher on the taxation and uses of trusts to create tax-efficient structures. The presentation will cover the basic taxation and will outline the typical uses of trusts. The presenters will also cover a detailed review of the new testamentary trust rules to discuss the changing landscape of estate planning resulting from these new rules.

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The information, analysis and opinions expressed in the webinars, podcasts and/or congress presentations are solely those of the presenter/author, are not reviewed by the Institute as to content or accuracy, and are not endorsed by CBV Institute or any of its Members.

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