Post-Mortem Estate Planning
December 2012
Post-Mortem Estate Planning
Convenient, timely, reliable, and affordable...
Teleseminars are midday continuing legal education conferences broadcast over the telephone. From the convenience of your office or home, you are able to dial into an 800 number, and hear nationally recognized practice leaders speak on important issues in the law. You are also able to ask them your questions. Teleseminars marry the best of technology and education to bring the world of CLE to your office or home.
How to Register
There are 2 easy ways to register:
1. CALL us! (303) 860-0608, or toll free (888) 860-2531
2. Or REGISTER ONLINE NOW by using the corresponding course links above.
Program Description:
The death of a client does not bring an end to estate planning. Rather, post-mortem estate planning allows practitioners and beneficiaries to proactively shape the way an estate is treated for income, estate and gift tax purposes, and the way property is distributed. Through the use of a wide variety of elections, planners can respond to changed law and factual circumstances, errors in planning, and help reduce the tax liability of the estate. There are also crucial post-mortem choices to be made about a decedent's retirement assets. This program will provide you with a practical guide to the many interrelated post-mortem planning choices available to planners, administrators and beneficiaries.
- Post-mortem estate planning opportunities
- Estate tax return -QTIP elections and relationship to GST tax traps, qualified domestic trusts, installment method, and alternative valuations
- Retirement assets - inclusion in gross estate and beneficiary options
- GST tax issues - allocation of exemption, reverse QTIP elections, relief from late elections
- Beneficiary elections, including the use of disclaimers
- Issues on a decedent's final tax return - filing jointly or singly, medical expenses, and refunds
- Income tax return of estate - Section 645 elections, separate share rules, tax year, state and local taxes
Faculty:
Robert Keebler is a partner with Keebler & Associates, LLP in Green Bay, Wisconsin, where his practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. He frequently represents clients before the National Office of the IRS in the private letter ruling process and in estate, gift and income tax examinations and appeals. CPA Magazine has named Mr. Keebler one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Mr. Keebler received his B.A., cum laude, from Lakeland College and his Master of Taxation from the University of Wisconsin-Milwaukee.
Registration Fees
| Non Member | $109.00 |
| CBA | $89.00 |
- General Credits: 1.00
- Ethics Credits:
- EDI Credits:
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