Post-Mortem Planning and Strategies
This event will be offered live in person at the Minnehaha Country Club or virtually from your home/office. A recording will not be available.
A buffet lunch will be served starting at 11:30 am. The webinar begins at noon.
About the Program
Planning and maneuvering to reduce or eliminate taxes aren’t just for the living. Numerous opportunities exist to minimize taxes relating to the transmission of an individual’s property even after he or she has died. A fiduciary (or the fiduciary’s advisors) must have comprehensive knowledge of the applicable tax laws and must be vigilant not to miss any deadlines for taking action. Among the many possible steps to consider, which will be examined in this teleconference, include the following:
- Timing and Structuring of Pecuniary Gift Funding and Distributions
- Qualified Disclaimers and QTIP Elections
- Election to Treat Post-Death Revocable Trust as Part of the Estate and Fiscal Year Election
- Sixty-Five Day Rule Election
Registration will close at 5 pm on Thursday, July 21st.
