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Alexandra Nassar and Amir Abu-Aita discuss and demonstrate trust funding at a client signing meeting.
Demonstration: Probate and Estate Planning Client Signing Meeting
On-Demand Seminar (Posted 10/01/19) | Level: Basic
Prevent improperly executed, notarized, or witnessed estate plans and unfunded trusts with a carefully orchestrated signing meeting. Get ideas on what to cover at this meeting and put the finishing touches on a well-drafted estate plan.
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