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Securities Law Considerations for Trusts and Estates ...

Securities Law Considerations for Trusts and Estates ...

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20 TRUSTS & ESTATES/ trustsandestates.com JULY 2016 The ICA requires investment companies to register with the SEC unless an exception applies. FEATURE: ESTATE PLANNING & TAXATION in cases when: (1) the trust is a grantor trust for federal income tax purposes and solely funded by the grantor;

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