Presented by Kevin Sullivan, Esq. and Stephanie Downer, Esq., LL.M

Most advisors and attorneys wonder “How do I play with that person?” and “Do I lose control?” Alaska trusts are not only an advantageous asset protection method, but also allow the local financial planner to manage the assets. Tax reporting allows use of trust ID or the individual’s SSN.

 


 


*Disclaimer: This program is not intended or relied on to serve as legal, tax, and/or financial advice. For individual purposes only.

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