Trust Language After SECURE Act from INN Videos on Vimeo.
Jamie Hopkins, Director of Carson Coaching, urges advisors to review the language of any trusts set up to assist clients as part of financial planning.
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Trust Language After SECURE Act from INN Videos on Vimeo.
Jamie Hopkins, Director of Carson Coaching, urges advisors to review the language of any trusts set up to assist clients as part of financial planning.
RE: Financial Advisor Review of Trusts
As a licensed attorney, past Co-Chair of the American Bar Association’s Insurance and Financial Planning Committee, previous trust office manager and administrator, etc., I am shocked by the contents of this blurb. That’s all we need; more financial advisors and insurance agents reviewing their clients’ and prospects’ trust documents to then advise them of potential drafting issues. AT NO TIME was there any mention of how to effectively and productively engage the drafting attorney to derive a host of benefits while avoiding potential liabilities.