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This session will address the important decisions that must be made by the family and fiduciaries of a decedent. This will include decisions regarding estate taxes, income taxes, retirement plan distributions, tax returns to file and more. Particular emphasis will be placed on the disclaimer planning technique - how it works and when it is best used.
Learning Objectives:
Calculate the many important decisions that can and should be made by the heirs and fiduciaries of a decedent.
Identify how disclaimers work, and the many planning opportunities they present.
Determine the tax returns that must be filed after a decedent's death to address the proper administration of the estate.
Speaker(s):
Steven
Siegel,
J.D., LL.M. (Taxation),
President,
The Siegel Group