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Using trusts with life policies A customer guide to our Flexible TrustContents Part 1 first direct Customer Guide: Flexible Trust for Life Policies3Why use a trust3What is a trust3Advantages of a
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Individuals or families who wish to establish a flexible trust for asset protection and estate planning purposes.
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Flexible trust guide v5 is a document that provides instructions and guidelines for managing flexible trusts.
Individuals or entities who are responsible for managing flexible trusts are required to file flexible trust guide v5.
Flexible trust guide v5 can be filled out by providing information about the trust, its beneficiaries, assets, and any transactions that occurred.
The purpose of flexible trust guide v5 is to ensure proper management and reporting of flexible trusts in compliance with regulations.
Information such as details of the trust, its beneficiaries, assets, transactions, and any distributions made must be reported on flexible trust guide v5.
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