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Taxation & Estate Planning

: California Tax Attorney Blog

What Is A Qualified Disclaimer?

By californiataxattorneyblog-1

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Qualified disclaimers: An overlooked and effective postmortem estate planning tool.

Full post as published by California Tax Attorney Blog on November 11, 2009 (boomark / email).

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Lawsuits and Settlements

John Vermillion and Associates LLC et al.
allegedly misrepresented themselves as qualified financial advisers to sell living trusts and exploit senior citizens.

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