Post-mortem Estate Planning

course

COURSE INFO

  • Available Until 2/15/2021
  • Next Class Time 11:00 AM MT
  • Duration 60 min.
  • Format MP3 Download
  • Program Code 0118331


Course Price: $65.00
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COURSE DESCRIPTION

The program will discuss the many ways in which estate planners can proactively shape the way an estate is treated for tax purposes after a client has died. The program will cover QTIP elections GST traps beneficiary elections and the use of disclaimers issues on the client?s final tax return the installment method retirement assets and much more.