Course

HFOP Module 2 - Succession & Estate Planning (Multrees)

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Full course description

In this module, we have two lectures. Sophie Carr of Withers Worldwide discusses Estate and Succession Planning, including the family's objectives, useful mechanisms, and practical considerations. And then Carolyn Butler of International Fiduciaries drills down into the different vehicles that Family Offices use for estate planning, including various types of trusts and when they are best used. 

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