CANCELLED: PBI: Post Mortem Tax and Estate Planning

Post Mortem Tax and Estate Planning 2020
May 12th

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


QTIP election

Qualified domestic trusts


Death of a partner

S corporation stock

Section 645 election

Section 6166 deferral of estate tax

Generation skipping tax elections

All attendees will receive the course materials as a digital book. A printed copy of the course book is available, at a discount to attendees, for $40. Additional copies are available at full price. If you wish to purchase the printed version of the course book, please call PBI Customer Service at 800-932-4637. Printed versions of the course book will not be distributed at the course; please allow up to two weeks after the program for the printed versions of the course book to be shipped.

3 substantive

Regular $249.00
New Attorney $125.00

Tuesday, May 12, 2020 -
09:00 to 12:15
240 South Main Street
Butler, PA 16001
POINT (-79.8949644 40.859704)