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Independent Trustee Alliance
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  2. 2021 Conference Handouts

ITA Annual Conference 2021 Handouts & Resources

HEMS Standards

Emergency Bag Checklist

Steps to Disaster Planning for Legal Services Providers

Pet Disaster Checklist

Nenno State Non-Grantor Tax Survey

Oshins State Non-Grantor Tax Survey

Impact of Residency on Trustees-Beneficiaries-Managers

Bernstein - Double Trouble paper re: Capital Gains Tax

 

 

 

 

 

 

 

 

 

 

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Alliance Partners

ITA would like to thank our Alliance Partners for teaming up with ITA to advance the interests of the professional trustee community. More information about our partnerships is available on our Alliance Partnership Program page.

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