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ENGAGE 2017


EST1728 - Post-mortem Planning for the 99% of Us


Jun 14, 2017 5:05pm ‐ Jun 14, 2017 5:55pm

Standard: $49.00

Description

Given the fact that 99 percent of estates will not have a federal estate tax liability, this session will focus on post-mortem planning for estates under $10 million, with a focus on the portability election vs. funding a credit shelter trust, state tax considerations and income tax considerations of the beneficiaries when inheriting assets.

Speaker(s):

  • Jordon N. Rosen, CPA, MST, AEPĀ®, Director, Estates and Trusts, Belfint, Lyons & Shuman, P.A.
Tags: EST

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