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Podcast appearance: The Wealth is in the Details

Trust Funds and Trustees Lessons

Posted by Christopher Holtby, Trust Educator & Co-Founder on May 31, 2023 9:02:37 PM

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Christopher Holtby was featured on “The Wealth Is In The Details” podcast with Peter Raskin.

Key points included:

What is a trust?
Why do families establish trusts?
What is a corporate trustee?
South Dakota trust law
Estate and trust planning resources that may be helpful

Enjoy the show!

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