Post-Mortem Tax Planning for Estate Lawyers

Death does not necessarily end the opportunity for tax planning. During the administration of an estate, decisions may still be available that can reduce tax, preserve estate value and benefit beneficiaries. Estate lawyers do not need to be tax specialists, but they do need to recognize when post-mortem planning should be considered and when additional tax advice may be required. In this practical and accessible program, noted trust and estate practitioner and CPA, Jos Herman will use plain language and practical examples to explain the post-mortem tax issues estate lawyers may encounter. Jos will look at how a client can be impacted by double or triple taxation on death, the planning opportunities that may be available, and why timing can affect the available strategies. Questions the program will help answer include:

How can double taxation arise after death, and what can be done about it?
How do capital loss carryback planning and pipeline transactions work in practice?
What role can corporate-owned life insurance and Capital Dividend Account planning play?

Along the way, Jos will identify practical planning points and opportunities practitioners may otherwise overlook, especially liquidity for the estate. Don’t miss this opportunity to make post-mortem tax planning less intimidating and better understand what can still be done after death to protect the value of an estate.

Live webinar with chat includes 60 day replay. This program features real-time video of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A.