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SOP2207 - Post-Mortem & Disclaimer Planning

‐ Nov 1, 2022 11:30am

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.



Concurrent Session Onsite and Online

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