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Estate Planning for Post-Death Decisions

Recorded on: Sep. 13, 2017
Running Time: 01:01:09

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Taken from the Web Program 48th Annual Estate Planning Institute recorded September 2017 in New York.

Estate Planning for Post-Death Decisions [01:01:09]
  • Update on any changes in federal tax law relevant to estate administration
  • Update on IRS closing letter procedures
  • Review of NY income tax and estate tax topics relevant to estate administration
  • Primer on disclaimer planning; comparison with portability
  • Basics of estate administration where estate includes non-U.S. assets

Andrew Auchincloss

The purchase price of this segment includes the following article from the Course Handbook available online:

  • Planning for Post-Death Decisions
    Andrew Auchincloss
(s)
Andrew S Auchincloss ~ Schlesinger Gannon & Lazetera LLP
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