Have a client with a European trust? Try this tip.
Have a client with a European trust? Try this tip.
Research the new EU trust disclosure laws. At your next client meeting, explain what’s public (and what’s not public). Provide an overview of the difference between corporate beneficiaries (public) and trust beneficiaries (private) to strengthen the argument that trusts are still part of a sound estate plan.
If something looks off, double-check your slip
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