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Advanced Estate Planning Conference 2016


49 - Navigating the Portability Rules


Jul 20, 2016 10:40am ‐ Jul 20, 2016 11:55am

Standard: $49.00

Description

This session will focus on the factors to consider when advising clients on making a portability election as well as the mechanics of making the election. Other topics will include:
• Under what circumstances the portability election can be made, who can make the election and what information needs to be on the 706
• Comparison of the benefits and shortfalls of making a portability election vs. using a credit shelter or QTIP trust and the effect on QDOTs

Speaker(s):

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