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08 Jan 2021Ended

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

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Estimated Turnout

upto 100
Delegates
Based on previous editions

Editions

08 Jan 2021
+3 more editions

Frequency

Quarterly
Next edition likely in Apr 2021
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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.

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Ahmad Mustafa

Ahmad Mustafa

iOS Developer at Appzzon

Amman, Jordan
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California Society of CPAs

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