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Post-Morten Estate Planning Conference

CLEThe National Constitution Center is sponsoring an audio conference entitled Post-mortem Estate Planning: Protect Assets & Minimize Tax Liabilities on March 18, 2010.  

A summary of the program is below:

Post-mortem estate planning has many variables. Failure to properly handle the estate of the deceased can result in unlimited tax & financial obligations for family members. What are the estate & tax planning essentials to shield descendants from the various tax liabilities at stake? Join us for this 60-minute audio program where you will discover: 

  • Post-mortem estate planning for quick action after death 
  • Income tax & estate tax considerations to secure your client’s assets 
  • Asset protection & fiduciary requirements for the post-mortem estate 
  • Keys to effectively use disclaimers for the estate plan

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.