Post-Mortem Estate Planning Conference

The National Constitution Center is sponsoring an audio conference entitled Flexible Estate Planning: Keys for Drafting Post-Mortem Trusts & Estates on March 18, 2010.

A summary of the program is below:

The estate tax is looming-leaving the future of your clients unknown. When drafting a post-mortem estate, you must implement flexible trust & estate plans to protect your client’s assets & shield descendants from the various tax liabilities at stake. Join us for this 60-minute audio program where you will discover:

• Strategies to draft flexible post-mortem trust & estate plans 
• Income tax & estate tax considerations to secure your client’s assets 
• Asset protection & fiduciary requirements for the post-mortem estate 
• How disclaimers and trust protectors provide trust flexibility

This live 60-minute audio conference will equip you with the knowledge to prepare for the legal obstacles that accompany post-mortem estate planning, while shielding family members and heirs from unforeseen financial obligations.