Cannon Estate Planning Teleconference: Post-mortem Planning and Strategies
July 26, 2022 at 1:00 pm - 2:30 pm EDT
Planning and maneuvering to reduce or eliminate taxes aren’t just for the living. Numerous opportunities exist to minimize taxes relating to the transmission of an individual’s property even after he or she has died. A fiduciary (or the fiduciary’s advisors) must have comprehensive knowledge of the applicable tax laws and must be vigilant not to miss any deadlines for taking action. Among the many possible steps to consider, which will be examined in this teleconference, include the following:
- Timing and Structuring of Pecuniary Gift Funding and Distributions
- Qualified Disclaimers and QTIP Elections
- Election to Treat Post-Death Revocable Trust as Part of the Estate and Fiscal Year Election
- Sixty-Five Day Rule Election
Hosted at The Trust Company of Tennessee’s Knoxville office. Boxed lunches will be served beginning at noon for those attending in person. Socially distanced seating is available in our conference room for a limited number.
If you are interested in attending virtually, we are exploring options for your participation. Please contact Lindsay Cates at email@example.com.
About Cannon Estate Planning Teleconferences
The industry’s foremost wealth management and estate planning authorities provide commentary and debate over the use of complex financial and legal strategies to best serve their high-net-worth clients. Time is reserved at the beginning of each call for the most current legislative changes impacting the audience and their clients.
Professionals can connect and collaborate on relevant issues while earning continuing education and learning credits to preserve their valuable business credentials.