Most clients do not engage in estate planning, even if they have a taxable estate. This session will explore the lessons learned in post-mortem planning for a 35 million dollar estate and how various techniques were able to be used to reduce the estate tax from 15 plus million to 7 million.
Join Gary Altman, Esq., on December 13 at 10 AM to learn more about Estate Tax Planning after death.
Learning Objectives
- Upon completion, participants will be able to describe valuation discount techniques and how they can be used prior to death and post-death….
- Upon completion, participants will be able to understand how the words in an estate plan can have significant tax and not tax consequences.
- Upon completion, participants will be able to describe and identify various post mortem estate tax planning techniques to reduce estate tax and to promote family harmony.
