• On-Demand Video

Post Mortem Tax and Estate Planning 2020

Choose option(s) from grid below and click "Register".

Registration Options

Make your selection and click the Register button above.
On-Demand Video

---------- CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Subscribers Pay: $0.00


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

Recorded on May 12, 2020.

Practice Areas


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.
©2022 Pennsylvania Bar Association. All rights reserved unless otherwise provided in a separate agreement. Unauthorized use, duplication, republication or redistribution of this material is strictly prohibited without the prior express written consent of the Pennsylvania Bar Association.