Webcast: The Portable Exclusion, Marital Deduction and Future of Survivor's and Bypass Trusts Planning | 4202918C STARTS AT 6:30 AM PDT
Online registrations are currently closed, please call (602) 324-6847 for additional registration options
Increasingly, clients need to simultaneously address the estate, gift, generation-skipping, income and property tax implications of estate plans. The pros and cons of relying on the portable exclusion to avoid estate tax. Current steps to handle Clawback.
Examine the role of the marital deduction. Ways to maximize planning opportunities by building flexibility into the modern estate plan. Cover both qualitative and quantitative implications of various strategies affecting blended families, whether to use Bypass or QTIP trusts and whether to file a Form 706 when it's not required.
ASCPA Live Online Webcast
Phoenix, AZ 85034-6617