Name
Marital Deduction Planning in the New Tax Environment
Date & Time
Wednesday, July 31, 2019, 9:05 AM - 10:05 AM
Speakers
Description
To port or not to port, that is the question.
Whether ‘tis better for the client to bypass
The exclusion amount of outrageous fortune,
Or to take Portability against a sea of taxes;
And by use of the DSUE amount decrease them?
Aye, there’s the rub, for when drafting and administering
What decisions may come, must give us pause.
Sessions
Lew Dymond
Course Level
Intermediate
Course Focus
Trusts & Estates
Credit Type
General
Eligible CLE Credits
1.00
CLE Eligibility
Eligible for CLE credit