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The Hidden Tax: Income with Respect to the Decedent-How to leave a stronger legacy

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Price

$65 for Member

50 minutes

Date Published

April 13, 2023

Publisher

Rhode Island Bar Association

Subjects

Estates & Elder Law, Probate Law, Tax

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call (401) 421-5740 (M-F, 9-5pm ET) or e-mail customer service.

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Summary

This course discusses the use of life insurance to replace the tax burden lost during wealth transfer. We will go over lesser-known taxes, such as income with respect to the decedent (IRD). There is a new feature most attorneys are unaware of, which allows the owner to borrow against the death benefit in the event they need the assets for long-term care. This helps the owner avoid viatical, which has been used in the past. This seminar also covers how the SECURE Act 2.0 now impacts estate planning.

SWOD-24427

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Program Titles and Supporting Materials

This program contains the following components:

Media Files

The Hidden Tax Income with Respect to the Decedent How to leave a stronger legacy

Downloadable Files

The Hidden Tax Income with Respect to the Decedent materials

Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.