The Portable Exclusion Marital Deduction and Future of Survivors and Bypass Trusts Planning

The Portable Exclusion Marital Deduction and Future of Survivors and Bypass Trusts Planning will Discuss recent estate planning developments, .. Read more including the elimination of the Stretch IRA by the secure act and clarification of Clawback, Determine how to properly apply recent tax and legal developments, Recognize how to claim the portable exclusion at the first and second deaths, what happens if the surviving spouse remarries, and what happens when the next spouse dies, etc.