• On-Demand Video

Post Mortem Tax and Estate Planning 2022

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On-Demand Video

---------- CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Subscribers Pay: $0.00

About

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.

Practice Areas

Faculty

NameFirm/Company
Jeremiah W. Doyle IV, Esq. BNY Mellon Wealth Management
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
11644
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