Attorneys who are involved in taxes and estate planning for their clients must have a thorough understanding of life settlements and how they can be of use to their clients. Attorneys will be expected to perform due diligence both on the settlement transaction itself as well as those entities who a part of the process.
Provada can assist estate and tax planning attorneys by both being a technical and compliance resource in the area of life settlements, as well as by providing life settlement solutions to their clients.
Contact us to learn more about Provada's solutions for financial advisors. |