Whalen & Company Webinars

Whalen & Company Webinar – An Overview of Common Trusts

Trusts can be an asset when they play a key role in planning, whether for estate tax, income tax, business succession or asset management purposes. They can be complex, so it is important that you receive good advice when choosing a trust to best fit your needs now and in the future.

In this session, senior tax manager Anne Treasure, CPA will explore trusts that address both personal and business needs. She will highlight their features, discuss tax planning opportunities and profile the individuals whom these trusts would benefit the most.


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