Comprehensive Estate Planning: Administration & Postmortem Strategies (C69457)

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Cancellation Policy

*Please note that this course is from a third-party vendor, ACPEN. We strongly recommend registering no later than 24 hours before the course begins.
Please contact Anne Taylor if you do not receive the event logistics via email at least 24 hours before the course begins: [email protected] or 1-877-602-9877.
Thank you.

If you register less than 20 minutes before the event your access to the event may be delayed.

Date(s):

07/29/2025

Registration Open:

12:00 AM - 11:00 AM

Time:

11:00 AM - 6:39 PM

Facility:

 Online

Meeting Type:

Courses

CPE Credit:

8.00

Field(s) Of Study:

Taxes (8.00)

Level of Knowledge:

Intermediate

Price:

Member: $345.00
Nonmember: $445.00

Individual Discounts:

Not Available

Group Discounts:

Not Available

Overview

  • Recognize the key elements of Estate Administration
  • Identify the terms of a last will and testament
  • Recognize the differences between the various entities
  • Identify the estate administration procedures
  • Recognize the issues in the probate process and the courts
  • Identify special issues in the estate administration process
  • Recognize key considerations in postmortem estate planning for effective client guidance
  • Describe the implications of alternative valuation dates on estate tax planning
  • Discuss strategies for optimizing savings bond interest acceleration in estate planning
  • Identify opportunities and requirements for installment payments of estate taxes
  • Explain the strategic use of QTIP elections under IRC §:2056(b)(7)
  • Analyze basis issues in postmortem planning to maximize tax benefits
  • Discuss the implications and process of estate fiscal year and accounting method elections
  • Apply planning considerations for qualified plans and IRAs to enhance client outcomes

Speaker(s)

Prerequisites

None