The Essentials of Planning Before & After Death

Accreditation Wreath Icon AL
SKU: EST4300
All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

Practitioners do not typically address pre-mortem planning which presents a hosts of issues that are critical. This CLE course will review all the critical factors such as monitoring and proper exercise of swap powers for clients with irrevocable grantor trusts as well as remaining gift and GST exemptions, discounts for taxable estates and revisions to FLP and LLC governing documents to eliminate discounts on smaller estates are all issues that need to be thoroughly understood by practitioners. These differ greatly from post-mortem planning which varies for decedents subject to estate tax and those not. Valuation discounts, estate inclusion and the factor of estate size as well as portability, for 8971, estate tax deferral and closing letters will all be discussed.
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