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ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
FOLLOW BLI:
Postmortem Estate PlanningCOURSE ID: PMEP
DESCRIPTION

The field of estate planning is increasingly complex. Finding appropriate solutions to a client’s estate issues upon his/her death are critical to a number of areas, including the estate tax return of the decedent, the decedent’s final income tax return, the income tax return of the estate of the decedent, and the estate and financial planning issues of the heirs of the decedent. This course provides the practitioner an understanding of after-death planning issues of a decedent’s estate.

DESIGNED FOR: CPAs, financial plannersFIELD OF STUDY: Specialized Knowledge & Application, TaxesLEVEL: IntermediatePREREQUISITES: Basic understanding of estate planningCOURSE PRODUCER: Werner-Rocca Seminars LTDCREDITS: 8.0OBJECTIVES:
  • To provide a practical understanding of the planning issues facing the estate of a decedent.
HIGHLIGHTS:

* Alternative valuation date (AVD) issues * Installment payments of estate taxes (IRC Section 6166) * QTIP elections (IRC Section 2056b(7)) * The use of qualified disclaimers * Basis issues * Issues involving the payment of estimated taxes * Final income tax return of the decedent * Medical expenses of final illness * Savings bond interest acceleration * Estate fiscal year and accounting method elections * Passing out administrative expenses to maximize benefits to beneficiaries * The sixty-five-day rule election * Income and deductions in respect of the decedent (IRD) * Issues involving qualified plans and IRAs

INSTRUCTOR
-TBD-
Download the 2016 Business Learning Institute Course Catalog DOWNLOAD PDF
Business Learning Institute - Course Catalog
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