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Estate Planning Considerations Part 1: Before Death – Webinar
November 17, 2020 | 12:00 pm – 1:30 pm$125.00
This event occurred in the past. The recording is now available as a Webinar on Demand.
You may also be interested in the recording from Estate Planning Considerations Part 2: After Death. Click here to purchase the Webinar on Demand.
Estate planning is much more than drafting a Will. This session will help you identify pre-mortem tax planning issues for your clients, including common pitfalls and opportunities. Before death (pre-mortem) planning includes tax and estate planning in order to minimize overall tax on death, and drafting the Will so that the estate will be administered in a tax effective manner. Topics will include common transactions to freeze value and minimize tax, use of trusts in estate planning, philanthropy, and planning considerations regarding TOSI (Tax on Split Income).