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DTSTAMP:20260507T052751Z
DTSTART:20260826T170000Z
DTEND:20260826T203000Z
LOCATION: Surgent McCoy CPE\, LLC
SUMMARY: Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
DESCRIPTION: Trusts are not cookie-cutter documents. In fact\, they can be rather unwieldy\, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios\, what are the best trusts to use?  And how can the client be best protected?
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