Next Meeting:
Wednesday, February 19, 2025
Potential Problems with the Use of Personal Guarantees to Back Loans to Family Trusts
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February 19, 2025
Eric Reis
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March 19, 2025
Beneficiary-Grantor Trusts: Effecting Planning with Defective Trusts
Toby Eisenberg
April 16, 2025
The Importance of Integrating a Complete Retirement/Estate Plan with Investments/Life Insurance/Income Annuities
Scott Sweet
May 21, 2025
Issues Arising from Trust Termination and Trustee Succession in Texas
David Johnson
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