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A local bank has asked you to speak at its Building Personal Wealth Conference on the topic of: What Should Your Trust Do for You?
A local bank has asked you to speak at its Building Personal Wealth Conference on the topic of: What Should Your Trust Do for You? Develop a summary of one function that a trust might be able to accomplish for an individual who has more than a modest level of financial resources. Your summary should include any benefits associated with a trust performing such a function.
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