Overview 3.0 Credits ONLINE Even though the current transfer tax exemption is exceptionally high, few decedents have a federal estate tax liability, and administering an estate is a burden for many family members. In many cases, family members will look to their professional advisors for help in estate planning and administration. Discuss the issues that practitioners with clients involved in estate planning administration need to know to advise those clients. Lack of planning and preparedness in estate issues can cost the heirs time and money upon a decedent’s death.
Major Topics The federal transfer tax exemption What constitutes a valid will Common trust vehicles often used to safeguard assets Consequences of intestacy How to transfer property outside of a will Legal treatment of marital property Transfer of IRAs and retirement plans Probate generally and probate for property held outside of the state of decedent’s residence When an estate tax return should be filed Portability of the Deceased Spousal Unused Exclusion (DSUE) amount
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