This document is an open items list detailing various actions to be taken, responsible parties, and timing/status related to financial and trust management activities. It includes sections on substitution of notes, decanting trusts, GRAT valuations, split dollar arrangements, restructuring of family business entities, wills, securities law issues, foundation planning, insurance, administration of trusts and family entities, family meetings, and promised works of art.
documents/EFTA01135134.pdf
{}