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Charlie Ofstein, David Sprague, and Joan Skrzyniarz talk about determining incapacity in a settlor.
Administer Trust with Incapacitated Settlor
On-Demand Seminar (Posted 01/08/19) | Level: Intermediate
Trust administration with an incapacitated settlor is different than a postdeath trust administration. Get expert advice on establishing incapacity and providing proper notice. Work with successor trustees and agents under a power of attorney.
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