ExamGecko
Home Home / ABA / CTFA
Question list
Search
Search

Question 556 - CTFA discussion

Report
Export

To server as family and/or financial planning tool

To provide for retirement

To obtain favorable tax treatment

These are the primary reasons

A.
For establishing a trust
Answers
A.
For establishing a trust
B.
For naming an institution as trustee
Answers
B.
For naming an institution as trustee
C.
of Safekeeping
Answers
C.
of Safekeeping
D.
of Custodial
Answers
D.
of Custodial
Suggested answer: A
asked 16/09/2024
Rajesh Tripathy
31 questions
User
Your answer:
0 comments
Sorted by

Leave a comment first