Webcast: The Portable Exclusion, Marital Deduction, Survivor's and Byp

When:  Sep 28, 2021 from 08:00 AM to 03:30 PM (ET)
Increasingly, clients need to simultaneously address: the estate, gift, generation-skipping, income, and property tax implications of estate plans; the pros and cons of relying on the portable exclusion to avoid estate tax; and current steps to handle a reduced exclusion and Clawback. In this course, we examine the role of the marital deduction, ways to maximize planning opportunities by building flexibility into the modern estate plan., the qualitative and quantitative implications of various strategies affecting blended families, whether to use Bypass or QTIP trusts, and whether to file a Form 706 when it's not required.


ASCPA Live Online Webcast
Phoenix, AZ 85034-6617