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ENGAGE 2017


EST1706 - Portability: Estate Planning in the NOW Frontier


Jun 15, 2017 10:50am ‐ Jun 15, 2017 12:05pm

Standard: $49.00

Description

Pat Saccogna will discuss the estate planning concept of portability and its profound impact on the estate planning and income tax basis planning of married couples, including the pros and cons of a variety of estate planning alternatives for married couples. He will discuss the portability final regulations and some key clarifications and notable omissions of the regulations. He will discuss related planning issues for surviving spouses.

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Tags: EST

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