Post-mortem tax and distribution planning often presents significant challenges for Wealth Transfer Advisors. This is particularly true of complex estates with assets located or trusts sitused in multiple states. In addition to complying with state and local law and tax reporting requirements, administrators frequently are faced with distribution decisions and evaluation of tax elections and trust modifications in response to post-mortem events and changes in circumstances. This session will provide Wealth Transfer Advisors with an advanced and practical guide to post-mortem planning, including trust modification and allocations, and offer tools to help Wealth Transfer Advisors navigate post-mortem planning challenges and opportunities, including how to manage conflicting duties in the administration of trusts and how to pay for and defer the transfer taxes.
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