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As a fiduciary, i.e., an estate or trust attorney, or a banker involved with asset protection and planning, can I benefit from my client receiving an Ownership Rights Protectionsm Report?

April 26, 2017asset protection attorney banker benefit Estate Fiduciary involved planning Trust

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As a fiduciary, i.e., an estate or trust attorney, or a banker involved with asset protection and planning, can I benefit from my client receiving an Ownership Rights Protectionsm Report?

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YES. The Ownership Rights Protectionsm Report enables fiduciaries to fulfill a number of legal and ethical responsibilities associated with estate and asset management planning.