Description

This session will cover wealth transfer and post mortem planning for clients with estates valued up to $10 million.  We will look at why most Americans fail to do any planning and the top reasons why planning is so critical.  We will cover the ins and outs of the portability election and how it compares to the use of conventional trusts, along with administrative and fiduciary elections and situations where the estate is an owner of a partnership or S corporation interest.

Learning Objectives:

• To familiarize particpants as to why all clients should have an estate plan
• To familiarize participants with the various post-mortem elections available to executors and trustees

Speaker(s):

• Mrs. Karly A. Laughlin, CPA, Principal, Belfint, Lyons & Shuman, P.A.
• Jordon Rosen, CPA, MST, AEP (Distinguished), Director, BLS CPA

Category: Concurrent Session (Onsite and Online)