On February 13, 2020, Correira Law presented a webinar on post-mortem estate planning. As was discussed during the webinar, estate planning opportunities do not necessarily end when a person passes away.

Post-mortem estate planning provides the potential for a decedent’s executor and/or trustee to take advantage of various elections and actions in order to minimize taxes and expenses. An attorney assisting an executor and/or trustee with estate and trust administration must be aware of the potential issues and options available in order to maximize the amount received by the decedent’s beneficiaries.

During the webinar, the speakers discussed the most common post-mortem estate planning techniques, including income tax return filings, estate tax return filings, disclaimers and disclaimer planning, asset valuation, income and estate tax return elections, income and estate tax deduction planning, marital qualified terminable interest property election, and the application of the spousal and elective shares.

The February 13 webinar was from 12:00 p.m. to 1:30 p.m., was free of charge, and participating attorneys received one and one-half (1.5) Continuing Legal Education (CLE) Credits.

For the materials, email events@correiralaw.com.