Siouxland Estate Planning Council, Inc. is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.
October 1, 2019
Avoiding the Unintentionally Defective Trust
Jay E. Harker, JD, SVP of Stifel Trust Company, N.A.