It would have been better to have an investment person do this segment rather than an attorney so they can discuss establishing investment objectives for a trust based on liquidity needs, risk tolerance, time horizon, age of the beneficiary, tax situation, etc.
Maureen
Title was somewhat descriptive of material
It would have been better to have an investment person do this segment rather than an attorney so they can discuss establishing investment objectives for a trust based on liquidity needs, risk tolerance, time horizon, age of the beneficiary, tax situation, etc.