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Post-mortem estate planning provides the potential for a decedent's executor and/or trustee to take advantage of various elections and actions in order to minimize taxes and expenses. An attorney assisting an executor and/or trustee with estate and trust administration must be aware of the potential issues and options available in order to maximize the amount received by the decedent's beneficiaries.
In this seminar, the speakers will discuss the most common post-mortem estate planning techniques, including:
income tax return filings,
estate tax return filings,
disclaimers and disclaimer planning,
asset valuation,
income and estate tax return elections,
income and estate tax deduction planning,
marital qualified terminable interest property election, and
the application of the spousal and elective shares.
1.5 RICLE
0.5 RICLE Ethics
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