Cannon Financial Institute

Fiduciary Law

This program will provide a better understanding of balancing multiple assets in a Trust, manage IMA’s, identify risks and pitfalls, and appropriate strategies for CRT.

You will be discussing topics regarding charitable trust considerations, Uniform Principal and Income Act, Uniform Prudent Investor Act, tax implications of investments decisions, and family limited partnership.

This program can be tailored to meet the needs of your team.

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