• Simulcast
  • Live In-Person
  • Webcast

Post Mortem Planning

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Registration Options

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TypeTitleStartEndCLEPrice
Philadelphia
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTTue., May. 12, 2020
9:00 AM
ENDTue., May. 12, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Mechanicsburg
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTTue., May. 12, 2020
9:00 AM
ENDTue., May. 12, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Pittsburgh
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTTue., May. 12, 2020
9:00 AM
ENDTue., May. 12, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Webcast
Online
STARTTue., May. 12, 2020
9:00 AM
ENDTue., May. 12, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00

About

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‚Äôs fiscal year election
  • Administration expense election
  • Alternate valuation election
  • Section 643(e) election
  • Portability 
  • QTIP election
  • Qualified domestic trusts
  • Disclaimers
  • 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.

 

 

 

 

Practice Areas

Faculty

NameFirm/Company
Jeremiah W. Doyle IV, Esq. BNY Mellon Private Wealth Management
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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