Increase Your Estate Administration
Revenue - - Even with
Under $5 Million Estates!
With the current $5.12 million estate tax exemption, many practitioners are assuming there is little post-mortem planning that their clients need any more. WRONG!
There are still estate tax related issues, as well as numerous income tax, business planning and life insurance planning issues commonly being overlooked - - that could generate more fee revenue to you, if you properly address them.
For example, you need to know…
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The practical “nuts and bolts” of dealing with “portability” (and how to avoid the major malpractice traps)
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The various key income tax considerations for decedents’ estates, such as IRD, basis step-up, continuing grantor trust status and 754 elections (just to name a few)
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The subtle and varied issues relating to business entities (S Corps, LLCs, FLPs), including the impact of any operating or buy-sell agreements
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How life insurance should be optimally used and the proper role of “Graegin” loans
PROGRAM DETAILS:
Title: Post-Mortem Estate Planning in 2012
Duration: 90 minutes
Cost: $149 for Immediate Download / $199 for Printed Materials & CD
Speaker: Martin M. Shenkman, Esq., CPA, MBA
Purchase Includes: Handout Materials and Audio Recording
Frequently Asked Questions
HOW TO PURCHASE:
Online: Purchase online - - it's fast, safe and convenient! Choose one of the options below.
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IMMEDIATE DOWNLOAD
Includes: PDF Handout Materials & MP3 Audio Recording
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$149
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PRINTED MATERIALS & DISC
Includes: Printed Handout Materials and CD-ROM containing PDF version of handout materials and audio recording
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$199 + S&H
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By Phone: Call us at 1-866-754-6477
*IMPORTANT NOTICE REGARDING CE CREDIT: The Ultimate Estate Planner, Inc. and Martin M. Shenkman are not approved Continuing Education Sponsors. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation on these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. A Certificate of Completion will be provided to all of those in attendance. It is the responsibility of the participant to file for CE credit and is not guaranteed by The Ultimate Estate Planner, Inc. and Martin M. Shenkman. |