Part One
Part Two
We’re excited to share that Dale Schroeder, Managing Director, and Anneke Niemira, JD, LLM, Managing Director, Senior Wealth Strategist, were recently featured on the EO Radio Show. Hosted by Cynthia Rowland of Farella Braun + Martel LLP, the group discussed how Charitable Split-Interest Trusts, like CLATs, CRUTs, and more, can play a key role in strategic investment planning.
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