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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, AEP® (Distinguished),
Director (Retired),
BLS CPA
