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A Conversation with Steven Condon — President, D.A. Davidson Trust Company
This week, AdvisorHub’s CEO, Tony Sirianni talks with Steven Condon — President, D.A. Davidson Trust Company. The two discuss strategies and best practices for distributing assets among various trust vehicles to meet clients’ legacy goals, building confidence and transparency with clients, irrevocable life insurance trusts, U.S. states with the most beneficial tax rates, and positioning trusts to attract new clients.
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By Tony Sirianni
4.7
77 ratings
This week, AdvisorHub’s CEO, Tony Sirianni talks with Steven Condon — President, D.A. Davidson Trust Company. The two discuss strategies and best practices for distributing assets among various trust vehicles to meet clients’ legacy goals, building confidence and transparency with clients, irrevocable life insurance trusts, U.S. states with the most beneficial tax rates, and positioning trusts to attract new clients.
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