Post-Mortem Planning Techniques
Do you know what post-mortem techniques work and when to use them? This webinar explains the factors for deciding when to elect portability, and reviews the advantages and disadvantages of QTIP and valuation elections, disclaimers, decanting, judicial and nonjudicial relief. You will also learn what issues the IRS focuses on in audits of estate tax returns, and how to address them. This webinar will also discuss how to fix mistakes that are not discovered until after the death of the testator.
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