Session 4: Dunham Trust Company: Jeffrey Dunham, Chairman & CEO

In our estate and business planning practices, our clients often consider a corporate trustee to act and help as a current or successor trustee to their estate plan and/or asset protection plan. Join Jeffrey to more thoroughly understand the world of corporate fiduciaries and the compensation element to those fiduciaries and possibly the referring attorney.

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

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