Estate Planning Considerations Part 2: After Death (On-Demand)

SKU: OC-62199-2

After death (post-mortem) estate planning discusses both the compliance for effective estate administration and the tax planning considerations in the administration of an estate.  Explore 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).

This on-demand program was originally broadcasted as a webinar on November 24, 2020. Total running time is 1 hour, 24 minutes.

You may also be interested in Estate Planning Considerations Part 1: Before Death

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A firm broadcast license allows firms or organizations to purchase an on-demand program for viewing as a group at a significantly discounted per person fee. Firm broadcast licenses are purchased by a facilitator who will receive access and is granted permission to broadcast the on-demand program for the pre-selected number of viewers. The facilitator may download and distribute program materials to viewers. For additional information on how to be a facilitator, click here.

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Price range: $95.00 through $445.00

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