CLE on Post-Mortem Tax and Non-Tax Planning Options
The National Business Institute is sponsoring a 90-minute teleconference on May 26 entitled Post-Mortem Tax and Non-Tax Planning Options. The program description is below:
Get Practical Post-Mortem Planning Strategies to Ease Your Clients’ Tax Burdens
Find out what can be done after the decedent passes away to achieve the most efficient disposition of assets and to minimize tax burdens. Get time-tested pointers from experienced attorney faculty – register today!
- Help clients take full advantage of spousal elections.
- Classify estate assets for the most favorable taxation.
- Properly manage periodic and final distributions to beneficiaries.
- Make certain charitable giving is properly organized and is of tax benefit to the estate.
- Learn how to handle common problems in distributions to minors and trusts after grantor’s death.
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