Name
Session 2: Marital Deductions & Tax-Efficient Planning Strategies for Married Couples
Date & Time
Tuesday, October 24, 2023, 10:45 AM - 11:45 AM
Description

Marital Deductions & Tax-Efficient Planning Strategies for Married Couples (presented by Paul S. Bernstein, JD) will examine the marital deduction in detail and explore planning strategies available to married couples. Topics covered will include portability, QTIP elections, and various marital and non-martial share design and funding options and a discussion of the advantages and disadvantages of each.