Clients with Trusts: How Planners Stay in the Game

Opiela, Nancy
July 2001
Journal of Financial Planning;Jul2001, Vol. 14 Issue 7, p56
Academic Journal
Discusses how financial planners can maintain an influence over the assets of their clients who created trusts for their assets. Creation of an advisor-owned and advisor-controlled trust company such as the National Advisors Trust Company; Importance of maintaining relationships with independent trust companies; Significance of educating family members who will serve as trustees about their duties.


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