Friday, February 19, 2010
The National Constitution Center is sponsoring an audio conference entitled Post-mortem Estate Planning: Protect Assets & Minimize Tax Liabilities on March 18, 2010.
A summary of the program is below:
Post-mortem estate planning has many variables. Failure to properly handle the estate of the deceased can result in unlimited tax & financial obligations for family members. What are the estate & tax planning essentials to shield descendants from the various tax liabilities at stake? Join us for this 60-minute audio program where you will discover:
- Post-mortem estate planning for quick action after death
- Income tax & estate tax considerations to secure your client's assets
- Asset protection & fiduciary requirements for the post-mortem estate
- Keys to effectively use disclaimers for the estate plan
This live 60-minute audio conference will equip you with the knowledge to prepare for the legal obstacles that accompany post-mortem estate planning, while shielding family members and heirs from unforeseen financial obligations.