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:
- Summarize why all clients should have an estate plan
- Identify the various post-mortem elections available to executors and trustees
Speaker(s):
- Mrs. Karly
A. Laughlin,
CPA,
Principal,
Belfint, Lyons & Shuman, P.A.
- Jordon
N. Rosen,
CPA, MST, AEP® (Distinguished),
Director,
BLS CPA
