Post-Mortem Estate Planning Strategies
Post-mortem planning allows attorneys and fiduciaries to optimize asset transfers and minimize tax burdens within the bounds of existing estate planning documents. This fast-paced course explores advanced tactics experienced practitioners can employ to reduce conflict, leverage disclaimers to maximize surviving spouses' takeaway, select the best assets to fund trusts, claim portability, and more. Enhance your skills - register today!
- Discuss creative post-mortem trust tactics to distribute and transfer assets more efficiently.
- Power up your beneficiary conflict resolution approaches.
- Explore complex post-mortem tax planning tactics.
- Make the best use of elections and disclaimers to save on tax and maximize distributions.
Post-Mortem Estate Planning Strategies
Post-mortem planning allows attorneys and fiduciaries to optimize asset transfers and minimize tax burdens within the bounds of existing estate planning documents. This fast-paced course explores advanced tactics experienced practitioners can employ to reduce conflict, leverage disclaimers to maximize surviving spouses' takeaway, select the best assets to fund trusts, claim portability, and more. Enhance your skills - register today!
- Discuss creative post-mortem trust tactics to distribute and transfer assets more efficiently.
- Power up your beneficiary conflict resolution approaches.
- Explore complex post-mortem tax planning tactics.
- Make the best use of elections and disclaimers to save on tax and maximize distributions.
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Shipping & Returns
Shipping & Returns
Description
Post-mortem planning allows attorneys and fiduciaries to optimize asset transfers and minimize tax burdens within the bounds of existing estate planning documents. This fast-paced course explores advanced tactics experienced practitioners can employ to reduce conflict, leverage disclaimers to maximize surviving spouses' takeaway, select the best assets to fund trusts, claim portability, and more. Enhance your skills - register today!
- Discuss creative post-mortem trust tactics to distribute and transfer assets more efficiently.
- Power up your beneficiary conflict resolution approaches.
- Explore complex post-mortem tax planning tactics.
- Make the best use of elections and disclaimers to save on tax and maximize distributions.
