Notes for trust officers, private bankers and others concerned with estate and trust planning, from a Merrill Anderson Senior Editor and his retired mentor.
Monday, July 25, 2005
He gave up peddling trusts and annuities.
Yes, this Californian had a better idea. Instead of a slimey life selling living-trust packages and annuities to unsuspecting seniors, he opted for good old, straightforward fraud.
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