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Cancelled: Postmortem Estate Planning (17W746-13)

Description

The field of estate planning is increasingly complex. Finding
appropriate solutions to a client’s estate issues upon his/her death are
critical to a number of areas, including the estate tax return of the
decedent, the decedent’s final income tax return, the income tax return
of the estate of the decedent, and the estate and financial planning
issues of the heirs of the decedent. This course provides the
practitioner an understanding of after-death planning issues of a
decedent’s estate.

Learning Objectives
  1. Understand the planning issues facing the estate of a decedent
Major Topics
  1. Alternative valuation date (AVD) issues
  2. Installment payments of estate taxes (IRC Section 6166)
  3. QTIP elections (IRC Section 2056b(7))
  4. The use of qualified disclaimers
  5. Basis issues
  6. Issues involving the payment of estimated taxes
  7. Final income tax return of the decedent
  8. Medical expenses of final illness
  9. Savings bond interest acceleration
  10. Estate fiscal year and accounting method elections
  11. Passing out administrative expenses to maximize benefits to beneficiaries
  12. The sixty-five-day rule election
  13. Income and deductions in respect of the decedent (IRD)
  14. Issues involving qualified plans and IRAs
Course Level
Intermediate
CPE Field of Study
Taxes
8
Prerequisites
Basic understanding of estate planning
Location
LIVE- ONLINE WEBCAST
Event Information
When
Jul 26, 2013
8:00 am - 3:30 pm EST
Location
LIVE- ONLINE WEBCAST
Total CPE Credits
8
Format
Webcast Replay

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$ (% off)
$295.00

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$ (% off)
$395.00
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Cancelled: Postmortem Estate Planning (17W746-13)


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