• On-Demand Video

Post Mortem Tax and Estate Planning 2022

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On-Demand Video

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

Recorded in October 2022.

Practice Areas


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