The reality is that everything is uncertain, especially with estate planning in today’s environment. Death and taxes may be certain, but there are tools you can use to navigate constant change. This presentation provides actionable ideas including disclaimers; filing an estate tax return to protect unused federal tax exemptions; the creative use of non-judicial settlement agreements for estates and trusts; and the use of QTIP elections and other guidance.
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This program will be filed for Tennessee CLE credit. Please email a request to cle@tnbar.org for Georgia and Mississippi CLE credit.