NISM 10B Investment Adviser Level 2 Notes
Page 126 Of 180
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Family Business Succession: Requires planning to avoid disputes.
Charitable Bequests: Assets donated to trusts or causes via will.
Digital Assets: Increasingly included in estate planning, e.g., crypto.
Cross-Border Assets: Governed by international laws and treaties.
Estate Planning Goals: Minimize disputes, taxes, and ensure smooth transfer.
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