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THE MARK OF A TRUSTED Professionalism the founders of the UTCF designation Naifs UTCF designation program often considered the first designation any insurance professional should earn has delivered
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A trust is a legal arrangement where one party holds assets for the benefit of another party.
The trustee is required to file a trust document with the appropriate authorities.
To fill out a trust document, you will need to provide information about the trust, the trustee, and the beneficiaries.
The purpose of a trust is to protect and manage assets for the benefit of the beneficiaries.
Information such as the trust's assets, income, expenses, and distributions must be reported on a trust document.
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