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Estate Planning Considerations Part 2: After Death – Webinar
November 24, 2020 | 12:00 pm – 1:30 pm$125
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 1: Before Death. Click here to purchase the Webinar on Demand.
After death (post-mortem) estate planning will discuss both the compliance for effective estate administration and the tax planning considerations in the administration of an estate. This session will discuss the inherent double / triple tax on death when owning private company shares and the post-mortem planning to mitigate the double / triple tax, including timing sensitivities. Topics also include use of various trusts, charitable gifting, and planning considerations regarding TOSI (Tax on Split Income).