On-Demand Video
CC

Post Mortem Tax and Estate Planning 2022

  • City:
  • Start Date:2022-10-05 20:00:00
  • End Date:2024-10-05 20:00:00
  • Length:
  • Level:Various
  • Topics:Estates

$249.00 ProPass

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Overview

Often the most important estate planning takes place after the death of the client. The tax law provides the fiduciary with a number of elections and opportunities. This program will discuss the numerous elections available to a fiduciary after the death of a client.

This program will discuss, among other items, the following topics:

Protecting the fiduciary
Estate’s fiscal year election
Administration expense election
Alternate valuation election
Section 643(e) election
Portability 
QTIP election
Qualified domestic trusts
Disclaimers
Death of a partner
S corporation stock 
Section 645 election
Section 6166 deferral of estate tax 
Generation skipping tax elections

Recorded in October 2022.

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