Trust planning - PowerPoint PPT Presentation

sdtrustco / privatefamilytrustcompany / directedtrust

Mercer County Estate Planning Council, February 7 th , 2018. Al W. King III, J.D., LL.M., AEP (Distinguished), TEP Co-Chairman &amp; Co-Chief Executive Officer. 201 S. Phillips Avenue  Suite 200  Sioux Falls, SD 57104  (605) 338-9170.

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1.35k views • 124 slides

With Consideration for Those Living With Chronic Illness

Revocable Living Trusts. With Consideration for Those Living With Chronic Illness. By: Martin M. Shenkman, CPA, MBA, PFS, AEP, JD. Caveats.

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517 views • 39 slides

Third Party Care: From Simple Powers of Attorney to Complex Guardianships

Third Party Care: From Simple Powers of Attorney to Complex Guardianships. Christian S. Kelso, Esq. Winn, Beaudry &amp; Winn, Attorneys at Law 4200 Thanksgiving Tower 1601 Elm St. Dallas, Texas 75201 214-969-0001 csk@wbwllp.com. Introduction. What is 3 rd party care?

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396 views • 27 slides

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