Post Mortem Estate Planning - IN PERSON
Additional Information:
Estate planning opportunities do not necessarily end when a person passes away.

Post-mortem estate planning provides the potential for a decedent's executor and/or trustee to take advantage of various elections and actions in order to minimize taxes and expenses. An attorney assisting an executor and/or trustee with estate and trust administration must be aware of the potential issues and options available in order to maximize the amount received by the decedent's beneficiaries.

In this seminar, the speakers will discuss the most common post-mortem estate planning techniques, including:

  • income tax return filings,
  • estate tax return filings,
  • disclaimers and disclaimer planning,
  • asset valuation,
  • income and estate tax return elections,
  • income and estate tax deduction planning,
  • marital qualified terminable interest property election, and
  • the application of the spousal and elective shares.

    David J. Correira, Esq., LLM
    Eric D. Correira, Esq., LLM
Event Date: 4/17/2019
Event Time: 5:30 PM - 7:30 PM
Rhode Island Law Center, 41 Sharpe Drive, Cranston

Event Brochures:
   Click here to view brochure.
Event Cost:
  Member $135.00
  New Lawyer Division $125.00

Credit Hours:
  Ethics 0.5 hrs
  General 1.5 hrs