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EST2318 - Post-mortem tax planning

‐ Jun 7, 2023 12:15pm

Did you realize estate tax planning doesn’t end with death? Many practitioners rightfully focus on the variety of inter vivos options clients can choose from. However, after death there’s plenty of work remaining beyond mere reactionary compliance. The options and choices are meaningful.

Specifically, there are many options to choose from when filing the: final 1040, final 709, 1041s, and the 706. Informed and deliberate filings can save significant tax presently and prospectively, protect the executor and retain future flexibility.

This presentation will cover many elections you must consider when helping to administer an estate.

Learning Objectives:

  • Discover the vast amount of post-death estate planning elections available to the fiduciary
  • Discover that some of the most important estate planning occurs are the client dies
  • Learn how to implement the post-death elections for maximum tax savings





Concurrent Session Onsite and Online

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