As more and more advisers continue to transition from the role of the product salesman to benefit facilitator, knowing what to do in the event of the client entering into a corporate spinoff can be critical.
John Hendrickson, partner at McDermott Will & Emery, says he is beginning to see a trend in corporate spinoffs and ensuring advisers have the tools necessary to assist in this transition could be imperative.
To breakdown the key points advisers should focus on during this transition, Hendrickson has highlighted 10 items to consider in a corporate spinoff.
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