To register for this live webinar please dial 1-866-411-6211.

Credits

Sponsored by Lorman Education
Only registered attendee will receive continuing education credit.
Product ID: 409499
 
Credit & Course Provided by:

Post-Mortem Estate Planning

Live Webinar
November 29, 2021
1:00 pm ET (12 pm CT, 11 am MT, 10 am PT)
1 hour

Gain an understanding of how income tax and estate planning are affected once a client passes away.

Attorneys for fiduciaries of estates and testamentary trusts must provide proper advice to their fiduciary clients. In addition, the fiduciary client and the beneficiaries of the estate or trust expect that the attorney will be able to save them taxes or headaches in the future. This topic will give the fiduciary the vocabulary, and tools, to limit their liability and defer taxes of the estate or trust. It will also help beneficiaries of the estate or trust who may be unfairly impacted by unexpected events, tax laws, or poor or thoughtless estate planning by the decedent. This material will also aid the practitioner with tools for dealing with estates with cash liquidity issues.

Learning Objectives

• You will be able to define what the Deceased Spouse Unused Exemption amount (DSUE) is and how it may help a surviving spouse of a taxable estate.

• You will be able to describe stock redemptions under IRS § 303.

• You will be able to discuss with the fiduciary accountant or the client the importance of qualified disclaimers and how they may be used to aid beneficiaries of the estate or trust.

• You will be able to explain to your client/fiduciary the need and the proper method to set up a qualified domestic trust.

Registration

To register for this live webinar please dial 1-866-411-6211.