2024-01-02 15:28News

In the Context of Trust and Estate Planning, the CTA Can Cast a Wide Net

Have you heard about the Corporate Transparency Act? This new legislation has important implications for estate planners, but it has flown under the radar for many. Attorney Martin Shenkman provides a crucial overview including:

  • Why was the CTA enacted?
  • Key dates
  • Who might help you with the filing
  • Special rules for minors
  • Who is a beneficial owner?
  • And more...

When you or your clients need fiduciary services, I hope that you’ll keep TI-TRUST in mind.

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About TI-TRUST, Inc.

TI-TRUST is a leading provider of fiduciary services for Employee Benefits, Personal Trust, and Farm Services. With solid core values and decades of proven commitment to high ethical standards, our experienced team of financial, legal, and administrative professionals is dedicated to earning and maintaining the trust and confidence of our clients. Founded more than sixty years ago in Quincy, Illinois, today, we have locations in five states and hold more than $16 billion in managed assets for individuals and institutions nationwide.


Contacts

Larry Shepherd
Executive Vice President, Personal Trust
Larry Shepherd