Post-Mortem Planning and Strategies, Hosted by TrustBank

Tuesday, July 26, 12:50pm - 2:30pm (EDT)

Time shown in-04:00 America, New York

Planning and maneuvering to reduce or eliminate taxes aren’t just for the living. Numerous opportunities exist to minimize taxes relating to the transmission of an individual’s property even after he or she has died. A fiduciary (or the fiduciary’s advisors) must have comprehensive knowledge of the applicable tax laws and must be vigilant not to miss any deadlines for taking action. Among the many possible steps to consider, which will be examined in this teleconference, include the following:

• Timing and Structuring of Pecuniary Gift Funding and Distributions
• Qualified Disclaimers and QTIP Elections
• Election to Treat Post-Death Revocable Trust as Part of the Estate and Fiscal Year Election
• Sixty-Five Day Rule Election

____________________________________________________________________________________

When: Jul 26, 2022 09:50 AM Arizona
Topic: Post-Mortem Planning and Strategies, Hosted by TrustBank

Please click the link below to join the webinar:
https://tbaz.zoom.us/j/82147963205
Or One tap mobile :
US: +13126266799,,82147963205# or +19292056099,,82147963205#
Or Telephone:
Dial(for higher quality, dial a number based on your current location):
US: +1 312 626 6799 or +1 929 205 6099 or +1 301 715 8592 or +1 346 248 7799 or +1 669 900 6833 or +1 253 215 8782
Webinar ID: 821 4796 3205
International numbers available: https://tbaz.zoom.us/u/kcB2CjI5Yb

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Add to Calendar 2022/07/26 09:50:00 2022/07/26 11:30:00 America/Phoenix Post-Mortem Planning and Strategies, Hosted by TrustBank Planning and maneuvering to reduce or eliminate taxes aren’t just for the living. Numerous opportunities exist to minimize taxes relating to the transmission of an individual’s property even after he or she has died. A fiduciary (or the fiduciary’s advisors) must have comprehensive knowledge of the applicable tax laws and must be vigilant not to miss any deadlines for taking action. Among the many possible steps to consider, which will be examined in this teleconference, include the following:

• Timing and Structuring of Pecuniary Gift Funding and Distributions
• Qualified Disclaimers and QTIP Elections
• Election to Treat Post-Death Revocable Trust as Part of the Estate and Fiscal Year Election
• Sixty-Five Day Rule Election

____________________________________________________________________________________

When: Jul 26, 2022 09:50 AM Arizona
Topic: Post-Mortem Planning and Strategies, Hosted by TrustBank

Please click the link below to join the webinar:
https://tbaz.zoom.us/j/82147963205
Or One tap mobile :
US: +13126266799,,82147963205# or +19292056099,,82147963205#
Or Telephone:
Dial(for higher quality, dial a number based on your current location):
US: +1 312 626 6799 or +1 929 205 6099 or +1 301 715 8592 or +1 346 248 7799 or +1 669 900 6833 or +1 253 215 8782
Webinar ID: 821 4796 3205
International numbers available: https://tbaz.zoom.us/u/kcB2CjI5Yb

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https://tbaz.zoom.us/j/82147963205

TrustBank, stephanie.bawolek@tbaz.com

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