February 13, 2020: Post-Mortem Estate Planning Webinar

On February 13, 2020, Correira & Correira LLP will present a webinar on post-mortem estate planning. As will be 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 will discuss 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 is from 12:00 p.m. to 1:30 p.m., is free of charge, and participating attorneys will receive one and one-half (1.5) Continuing Legal Education (CLE) Credits.

For more information about the webinar, email events@correiralaw.com.