March 22, 2013
12:00 – 1:00 p.m.
1.00 MCLE hours
The death of a client does not bring an end to estate planning. Rather, post-mortem estate planning allows practitioners and beneficiaries to proactively shape the way an estate is treated for income, estate and gift tax purposes, and the way property is distributed. Through the use of a wide variety of elections, planners can respond to changed law and factual circumstances, errors in planning, and help reduce the tax liability of the estate. There are also crucial post-mortem choices to be made about a decedent’s retirement assets. This program will provide you with a practical guide to the many interrelated post-mortem planning choices available to planners, administrators and beneficiaries. This live replay was originally presented on December 14, 2012.*
Robert Keebler, Keebler & Associates, LLP, Wisconsin
*Please Note: Attorneys may not receive credit for viewing the same program more than once within a 12 month period.)