Postmortem Tax Planning and Estate Administration

Description

Effective postmortem tax planning is crucial for minimizing the tax burden on an estate and ensuring that wishes are carried out efficiently and in accordance with the law. This session will provide professionals with practical insights into navigating the complexities of postmortem tax strategies and estate administration.

By the end of this session, participants will have a clear understanding of postmortem tax planning techniques and practical tools for administering estates in a way that maximizes value for beneficiaries and minimizes tax liabilities. Whether you are a tax advisor, estate planner, or legal professional, this session will enhance your ability to support clients in one of the most challenging and important phases of their estate management.

This course is part of the 2024 Tennessee Federal Tax Conference Bundle. Purchase the conference bundle here.