2022 Trust Forum Presentations

UNIQUE ASSETS THE HIDDEN HALF OF CLIENT PORTFOLIOS

Brad Davidson, Managing Partner UA Central LLC

WHAT ARE “UNIQUE ASSETS”?

Types of Unique Assets Real Estate

Closely-Held Businesses

Loans & Notes Life Insurance

Minerals, Oil & Gas Intellectual Property

Tangible Assets & Collectibles

Forms of Ownership Partnership

Sole Proprietorship

C Corporation

S Corporation Royalty Interest

Limited Liability Company

Working Interest

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