The Art of Post-Death Estate Tax Planning: A real life story of death, taxes, and really good tax planning after death!
Tuesday, December 13, 2022
10:00 AM – 11:00 AM PDT
Location: SCC: 6E
CE: 1 CFP CE Credit(s)
Level of Complexity: Intermediate
Session Description: Most clients do not engage in estate planning, even if they have a taxable estate. This session will explore the lessons learned in post-mortem planning for a 35 million dollar estate and how various techniques were able to be used to reduce the estate tax from 15 plus million to 7 million.
Learning Objectives:
Upon completion, participants will be able to describe valuation discount techniques and how they can be used prior to death and post-death….
Upon completion, participants will be able to understand how the words in an estate plan can have significant tax and not tax consequences.
Upon completion, participants will be able to describe and identify various post mortem estate tax planning techniques to reduce estate tax and to promote family harmony.
