Post-Mortem Planning and Strategies 2022 | NAEPC | 26 July 2022 | Minnehaha Country Club, 3101 W 22nd St, Sioux Falls, SD 57104, USA
Venue
Minnehaha Country Club
Minnehaha Country Club, 3101 W 22nd St, Sioux Falls, SD 57104, USA
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date | Tue Jul 26 EDT (over 2 years ago) |
| Location |
Minnehaha Country Club
3101 W 22nd St, Sioux Falls, SD 57104, USA |
| Region | Americas |
Details
Planning and maneuvering to reduce or eliminate taxes aren’t just for the living. Numerous opportunities exist to minimize taxes relating to the transmission of an individual’s property even after he or she has died.
A fiduciary (or the fiduciary’s advisors) must have comprehensive knowledge of the applicable tax laws and must be vigilant not to miss any deadlines for taking action. Among the many possible steps to consider, which will be examined in this teleconference, include the following:
• Timing and Structuring of Pecuniary Gift Funding and Distributions
• Qualified Disclaimers and QTIP Elections
• Election to Treat Post-Death Revocable Trust as Part of the Estate and Fiscal Year Election
• Sixty-Five Day Rule Election
Speakers
2022 Speaker
Cannon Teleconference
Sponsors & Partners
2022 Sponsors
PREMIER SPONSORS:
• Sioux Falls Area Community Foundation
• First National Wealth Management
• Dorsey & Whitney Trust Company
PATRON SPONSORS:
• SDTC
• First Dakota Wealth & Trust
• First Premier Bank
• Ballard Spahr LLP
• Woods Fuller
• Eide Bailly
SPONSORS:
• Principal SM