Sentences with phrase «more complex financial instruments»

Not exact matches

Ms. Yazdchi's experience also includes drafting and implementing revocable trusts, financial and healthcare powers of attorney, more complex trust instruments such as irrevocable intentionally defective grantor trusts (IDGTs), and all aspects of trust and probate administration.
«The choices they face in the financial marketplace, with instruments like mortgages, credit cards, auto loans, student loans, credit reporting, and more, are increasingly complex
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