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.
Speakers