Search

There are No Guarantees in Life Except Death and Taxes: An Overview of Post-Death Tax Liability

The post-death tax landscape can be thorny. Get a broad overview of personal income tax, fiduciary income tax, and estate and GST transfer tax and how each of these taxes are related from this session.
Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P2100-21E-04
$60.00 or 0.75 credits
decrease increase
Share
Faculty:

Adam S. Garber, Levenfeld Pearlstein, LLC, Chicago
Steven L. Kriz, Levenfeld Pearlstein, LLC, Chicago

Expires: 1/1/2023

Faculty:

Adam S. Garber, Levenfeld Pearlstein, LLC, Chicago
Steven L. Kriz, Levenfeld Pearlstein, LLC, Chicago

Expires: 1/1/2023

Products specifications
Program Date1/28/2021
Session from:Post-Death Administration of Trusts & Estates
Products specifications
Program Date1/28/2021
Session from:Post-Death Administration of Trusts & Estates
Customers who bought this item also bought

How to Mitigate the Risks of Costly Fights Over “Stuff” Post-Death

P2100-21E-05
Antiques, art, jewelry, and other family heirlooms are often the source of the most anxiety and carry the greatest potential for conflict following a death in the family. In many cases, the financial value of the “stuff” is modest relative to other assets that comprise a typical estate or trust. Mitigating the risks of fights over stuff also goes beyond the standard language that is often written into estate plan documents to dispose of tangible personal property at death. Examine a few of the ways in which planners can help their clients reduce the risk of destructive and costly fights over stuff long before their clients actually die.
$60.00

A Discussion of Assets that Pass Outside of the Estate Plan

P2100-21E-07
Understand the post-death administration of transfer-on-death assets, life insurance, retirement plan assets, and JTWROS assets with a focus on situations complicating the administration and transfer of these assets.
$60.00

Distributions, Funding and Completion of Post-Death Administration

P2100-21E-08
Get tips for efficiently and effectively wrapping up post-death administration. Distributions, funding and more will be demystified.
$60.00
Filters
Sort
display