Which of the following correctly describe a role played by a member of the estate planning team? Accountant: preparation of financial and cash flow statements Attorney: preparation of legal documents Trust officer: original writing of basic trust instruments to be customized for the client Financial planner: coordination of the elements of the plan   A)I, II, and III   B)II and III   C)I, II, and IV   D)I and IV

Auditing: A Risk Based-Approach to Conducting a Quality Audit
10th Edition
ISBN:9781305080577
Author:Karla M Johnstone, Audrey A. Gramling, Larry E. Rittenberg
Publisher:Karla M Johnstone, Audrey A. Gramling, Larry E. Rittenberg
Chapter17: Other Services Provided By Audit Firms
Section: Chapter Questions
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Which of the following correctly describe a role played by a member of the estate planning team?

  1. Accountant: preparation of financial and cash flow statements
  2. Attorney: preparation of legal documents
  3. Trust officer: original writing of basic trust instruments to be customized for the client
  4. Financial planner: coordination of the elements of the plan
 
A)I, II, and III
 
B)II and III
 
C)I, II, and IV
 
D)I and IV
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