Postmortem Tax Planning

This session will give you some general advice on post-death tax planning, including information to help you with formal elections and estate administration decisions. Materials will include a checklist of elections and decisions to aid you in this process. Finally, there will be a discussion on using disclaimers.
Originally presented as part of Gift & Estate Tax Workshop: Forms 709, 706 & 8971 2025.

Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR

SKU: P2209-25R-04

$65.00 or 1.00 credits

Qty: decrease increase

Expires 11/01/2027

Overview
Specifications

Expires 11/01/2027

Products specifications

Category	Estate Planning & Probate
Category	Tax
Program Date	11/14/25

Products specifications

Category	Estate Planning & Probate
Category	Tax
Program Date	11/14/25

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