Post-Mortem Planning and Strategies 

Date: Tuesday, July 26, 2022
Time: 11:30am - 1:00pm
Location: Minnehaha Country Club & Webinar
Speaker: Cannon Teleconference

Planning and maneuvering to reduce or eliminate taxes aren’t just for the living. Numerous opportunities exist to minimize taxes relating to the transmission of an individual’s property even after he or she has died. A fiduciary (or the fiduciary’s advisors) must have comprehensive knowledge of the applicable tax laws and must be vigilant not to miss any deadlines for taking action. Among the many possible steps to consider, which will be examined in this teleconference, include the following:

  • Timing and Structuring of Pecuniary Gift Funding and Distributions
  • Qualified Disclaimers and QTIP Elections
  • Election to Treat Post-Death Revocable Trust as Part of the Estate and Fiscal Year Election
  • Sixty-Five Day Rule Election

Add to My Outlook Calendar

Add to My Google Calendar

See Upcoming Event Calendar