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Postmortem Estate Planning


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8.00 Credits

Member Price $250.00

Non-Member Price $300.00


The field of estate planning is increasingly complex. Finding appropriate solutions to a client’s estate issues upon his/her death are critical to many areas, including the estate tax return of the decedent, the decedent’s final income tax return, the income tax return of the estate of the decedent, and the estate and financial planning issues of the heirs of the decedent. This course provides the practitioner an understanding of after-death planning issues of a decedent’s estate.


Alternative valuation date (AVD) issues, Portability Issues, Installment payments of estate taxes (IRC Section 6166), QTIP elections under IRC Schedule 2056(b)(7), The use of qualified disclaimers, Basis issues, Issues involving the payment of estimated taxes, Final income tax return of the decedent, Medical expenses of final illness, Savings bond interest acceleration, Estate fiscal year and accounting method elections, Passing out administrative expenses to maximize benefits to beneficiaries, The sixty-five-day rule election, Income and deductions in respect of the decedent (IRD, Issues involving qualified plans and IRAs.


Basic understanding of estate planning

Designed For

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers


At the end of this course, you will be able to: Recognize the planning issues facing the estate of a decedent.


Qualifies for EA Credits

Non-Member Price $300.00

Member Price $250.00