Best States for setting up a Trust + The 411 on Directed Trusts
Boost Your Client's Estate Planning, Tax Planning, Financial Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, March, 22 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors

Kevin McNee
Direct of Business Development Madison Trust Company
What You'll Learn
To minimize taxes, protect assets and give you and your beneficiaries greater control, there are a few states that stand above the rest when it comes to trust laws. When it comes to retaining control over certain assets, such as investments or real estate, Directed Trusts is a type…