21 min listen
Fine Tuning an Estate Plan After Death (Part 1)
FromTalking Tax
ratings:
Length:
18 minutes
Released:
Jan 9, 2019
Format:
Podcast episode
Description
Marc Bekerman joins Andrea L. Ben-Yosef in a two-part podcast about post-mortem estate planning. Marc is a solo practitioner in Long Island, New York, and an adjunct professor of law at New York Law School where he formerly served as the Associate Director of its Graduate Tax Program. Marc is also a member of the Estates Gifts and Trusts Advisory Board for Bloomberg BNA.
It may be surprising to know that the death of a person does not end the ability to refine their estate plan. Marc discusses how estate planners can still take actions after a person’s death to maximize the benefit to the beneficiaries. Part 1 covers estate tax considerations, such as whether to elect alternate valuation of assets and where and when to deduct administration expenses. Part 2 will cover income tax planning opportunities.
It may be surprising to know that the death of a person does not end the ability to refine their estate plan. Marc discusses how estate planners can still take actions after a person’s death to maximize the benefit to the beneficiaries. Part 1 covers estate tax considerations, such as whether to elect alternate valuation of assets and where and when to deduct administration expenses. Part 2 will cover income tax planning opportunities.
Released:
Jan 9, 2019
Format:
Podcast episode
Titles in the series (100)
Portfolio Podcast- The Minefields of Estate Planning and Carried Interest: Navigating the complexities of estate planning wi… by Talking Tax