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…
- The practical “nuts and bolts” of dealing with “portability” (and how to avoid the major malpractice traps)
- 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)
- The subtle and varied issues relating to business entities (S Corps, LLCs, FLPs), including the impact of any operating or buy-sell agreements
- How life insurance should be optimally used and the proper role of “Graegin” loans
- And much more!