On-Demand Video

Post-Mortem Planning in Estates & Trusts (Estate & Elder Law Symposium 2026 session)

City:
Start Date:2026-02-11 04:00:00
End Date:
Length:
Level:Intermediate
Topics:Trusts & Estates

$79.00 ProPass

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This program is eligible for 1 hour of CLE credit in 60-minute states. In 50-minute states, this program is eligible for 1.2 hours of CLE credit. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.

Overview

Unlike Estate Planning, which concentrates on establishing a client’s plan while they are alive, Post-Mortem Planning and any needed “fixes” focus on handling decisions after death to minimize taxes and manage the settlement of the estate. This course will discuss the practical approach of such topics such as portability of the federal estate tax exemption, Qualified Terminable Interest Property (QTIP) election, alternative valuation date, qualified disclaimer, judicial modifications, non-judicial settlement agreements, trust decanting, power of appointment, spousal election against the will, addressing changed circumstances, and fixing poor asset allocation.

Recorded in February 2026.