NAEPC Webinar: Deathbed Income Tax and Transfer Tax Planning Opportunities
According to Benjamin Franklin’s maxim, the two certainties in life are death and taxes. Although the former cannot be avoided, it is possible to mitigate the latter, even when the client is on his or her deathbed. This presentation will discuss practical techniques that can be utilized in the final days of a client’s life to take advantage of income tax and transfer tax planning opportunities despite the client’s impending mortality. Using a checklist format, the presenters will focus on the issues attorneys face in this crucial time of a client’s life and how best to prepare for death from a tax planning perspective.
.jpg)
Aejaz A. Dar is a partner at Yates Campbell LLP, which is a boutique trusts and estates law firm located in Fairfax, Virginia. He concentrates his practice on estate planning and estate and trust administration matters. He received his B.A. from the University of Michigan and his J.D. from NYU School of Law.
Ms. Pretlow is Senior Vice President and Senior Estate Administrator at Bessemer Trust. In this role, she is responsible for managing estates for which Bessemer serves as executor or personal representative.
Prior to joining Bessemer, Ellis was a partner at Kaufman & Canoles, P.C. in Norfolk, VA, in the Estate, Trust, and Wealth Transfer Practice Group. She is a member of the Virginia Bar Association’s Wills, Trusts, and Estates Section and its Legislative Committee, as well as a member of the Board of Directors of the Hampton Roads Estate Planning Council. Ellis earned a J.D., magna cum laude, from the Washington and Lee University School of Law and a B.A. from the University of Virginia.
REGISTER HERE for the individual program. To subscribe to the 2024 webinar series, please click HERE.
See all upcoming and previous webinars
.png)
The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality,
multi-disciplinary education. Programs are COMPLIMENTARY.
Webinars are offered within the Tradewing online community, which is separate from the NAEPC website. Participants must create an account prior to their first registration, and can then easily register for the webinar(s) they would like to attend.
Not able to attend on the live date and time? Register anyway and we'll send you a link so you can view the recording at your own convenience.
Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending if you have any questions with regard to the availability of credit.
Sponsorship
Webinar sponsorship is available, along with other opportunities to support the association. Email sponsorship@naepc.org to be added to the distribution list for opportunities.
