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Sophisticated Tax Planning for Your Wealthy Clients 2019

SOP1912 - Post-Death Income Tax Issues of Estates and Trusts

Nov 19, 2019 2:05pm ‐ Nov 19, 2019 2:55pm

Standard: $49.00


This session will cover various topics associated with the various post death issues and complexities associated with the administration of trusts and estates. Professionals are confronted with many different situations which may create the need for the use of additional specialized professionals and potentially family members. The various topics covered in this session will address those times and provide guidance on a prospective basis.

Learning Objectives:

  1. Review of the stages and complexities that arise during the Post-Mortem administration period.
  2. Understand typical tax concerns during the Post-Mortem administration process for trusts and estates.


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