Cannon Estate Planning Teleconference Series

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Post-Mortem Estate Planning


When designing estate plans, estate planning professionals should strive to give the designated fiduciaries the flexibility necessary to deal with unforeseen financial and family circumstances. After a client's death, estate planning professionals must know the options available properly to implement the estate plan, from both a technical and a practical perspective, in a given context.

This teleconference will explore some of the most common and important contemporary post-mortem estate planning issues:

  • Qualified disclaimers and Clayton QTIP elections
  • Making the portability election and working with portability
  • Choice of fiscal year and IRC Section 645 election
  • Navigating the 2014 final regulations under IRC Section 67

Time and Location


    October 20, 2015


    12:30 PM


    Marcum LLP
    750 Third Avenue, 11th Floor
    New York, NY 10017