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The Wall Street Journal

David First, Tax & Business Services Partner, Quoted in Wall Street Journal Article How to Make Sure You Don't End Up With Donor's Remorse

Featured: David First, Partner, Tax & Business

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In the article, Mr. First said, "You also can form an investment committee and a distribution committee so that you aren't leaving all decisions to a corporate trustee."

Additionally, Mr. First said, "For the investment committee, you could appoint three different investment advisers (who could be replaced by the trust protector). The distribution committee could be a group of family members who work well together, almost like a board of directors."

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Featured
David First

Partner
Tax & Business
New York, NY
 
 
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