Date:
April 13, 2023
Course:
Estate Planning Express 2023 - 15 Minute Topics
Contributor(s):
Jason Demmitt, CIM, FMA, FCSI
Jen Tennant, CPA, CA, FEA
Wills Estates and Trusts » Client Relations, Incapacity planning and capacity issues
Presentation Content:
Slides: Trusted Person Concept
Nikki Hildebrand
Kirsten Jenkins
Janis Ko
Wills Estates and Trusts » Client Relations, Executors and trustees, Trust planning, Wills, Curative provisions, Incapacity planning and capacity issues
Slides: Trusted Person Concept