Issue link: https://info.seic.com/i/1457226
© 2 0 1 4 -2 0 2 2 S E I 2 2 0 0 3 9.1 3 I A S ( 0 2 / 2 2 ) SPTC does not offer estate planning services. Please consult your legal and financial professionals before implementing any suggestions herein. Your financial advisor is not affiliated with SEI or its subsidiaries. The case study is hypothetical, provided for illustrative purposes only and does not represent an actual investor or client. Investing involves risk, including possible loss of principal. Neither SEI nor its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor. This material represents an assessment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice. This information is for educational purposes only and should not be interpreted as legal opinion or advice. Information provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association for educational purposes only. SPTC is a wholly owned subsidiary of SEI Investments Company (SEI).