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Gary and Brian will be presenting at NBI’s Trusts in Florida From A to Z program with their seminar: "What are Trusts? Main Trust Principles"

Gary and Brian will be presenting at NBI’s Trusts in Florida From A to Z program with their seminar: "What are Trusts? Main Trust Principles"

May 09 2025
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National Business Institute (NBI)
Gary and Brian will be presenting at NBI’s Trusts in Florida From A to Z program with their seminar: "What are Trusts? Main Trust Principles." In this seminar, we explore essential trust terminology, taxation, the responsibilities of grantors, trustees, and beneficiaries, as well as the legal framework of trust creation. The program will also address revocable vs. irrevocable trusts, funding techniques, asset protection, and client suitability.

Friday, May 9th @ 8:30 AM ET
Visit the NBI website for more information.
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Gary & Brian

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