2017 CFT/SMU Professional Seminar “Incentive Trusts Revisited”
INCENTIVE TRUSTS REVISITED was Nancy G. Henderson’s topic at Communities Foundation of Texas’ 2017 Professional Seminar hosted at Southern Methodist University. “Inherited wealth can have its benefits, but can cause concerns as well,” said Edward A. Copley, seminar committee chairman. At the seminar, advisors learned new ways to manage the benefits and concerns of inheritance. “When it comes to charitable planning, trusts can be a powerful tool in planning how to make a difference in the community,” said Angela Woodson, CFT’s advisor relations officer.