Description

Often the most important planning takes place after the client dies. This session will discuss the various income tax, estate tax, fiduciary income tax and generation skipping tax elections that are available after death to accomplish the best tax and dispositive objectives for the client. A checklist of planning opportunities, complete with authoritative citations, will be included in the material.

Learning Objectives:

1.  Learn how to protect the fiduciary from liability for unpaid tax liabilities.
   
2. Discover the numerous tax saving elections available to the fiduciary which affect the disposition of the client's estate.
   

Speaker(s):

• Jeremiah Doyle, BS (Accounting), JD, LL.M. (Taxation), LL.M. (Banking Law), SVP/Family Wealth Strategist, BNY Mellon Wealth Management