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  • Writer's pictureJay Judas

Flexible Trust Funding Strategies

Our CEO, Jay Judas, recently teamed up with Michael Fontanini of Lion Street to co-author an article entitled "Out of the Estate but not Out of Reach: Three Flexible Trust Funding Strategies Providing Indirect Future Access." The article was published by Leimberg Information Services.

The article can be found by clicking here.


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