"DEATH AND TAXES"
Speaker: Jane Becker, Esq.
Tax attorney, Jane Becker, will review how to resolve a decedent's outstanding tax issues (unfiled and/or unpaid filings) including the non-reporting of offshore assets with an emphasis on doing so as quickly and expeditiously as possible. Jane will also review pre-death and post-death steps that can be taken to minimize income tax to the trust/estate during administration, along with a brief discussion of why the tax provisions in a revocable trust can hurt, or help, ultimate beneficiaries.
One (1) MCLE credit