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Estate Tax Apportionment: Who Bears the Burden of Paying the Tax?

Focus on drafting tax apportionment clauses and how the standard clause can have unintended consequences if not discussed with the client. We will review several examples to demonstrate how a standard apportionment clause, or a lack of any direction as to the payment of estate taxes, could impact the ultimate distributions under an estate plan.
Credits: 1.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P2121-21E-04
$80.00 or 1.25 credits
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Expires 10/2023

Brett Cagan, Levin, Schreder & Carey, Ltd., Chicago

Maria Schwartz, Levin, Schreder & Carey, Ltd., Chicago

Expires 10/2023

Brett Cagan, Levin, Schreder & Carey, Ltd., Chicago

Maria Schwartz, Levin, Schreder & Carey, Ltd., Chicago

Products specifications
Program Date11/10/2021
Session from:Will Drafting Workshop
Products specifications
Program Date11/10/2021
Session from:Will Drafting Workshop
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