Post Mortem Tax and Estate Planning 2020
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
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.
New Attorney $125.00