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Developing Relationships and Trust

QTIP Trust

When Mr. Jolson died in January 2003, his will provided for the establishment of a QTIP trust. Mrs Jolsen was named to receive income from the trust for her lifetime with their children named as remainder beneficiaries. Because Mrs. Jolsen has substantial other assets and income sources, she does not believe that the QTIP tru

Small Business (second thoughts on growth) - Case Study

Case study attached - small business. Questions to be answered at end of the case in the attached file. Each answer should be 5-6 sentences. Thanks Questions (also attached): 1. Why does Schmitt believe that smaller banks are more profitable? 2. Why does staying small force Schmitt to offer superior service? 3. How d