• On-Demand Video

Post Mortem Tax and Estate Planning 2020

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TypeTitleStartEndCLEPrice
On-Demand Video

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

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

Recorded on May 12, 2020.

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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