ACTEC Trust & Estate Talk Deathbed Planning for the Two Weeks Prior to Death
Jan 16, 2024
Expert estate legal guidance on the two weeks before a client's death, covering information gathering, tax considerations, probate avoidance, and gifting. Highlights the importance of preparation and strategic considerations before death for smooth estate planning. Explores critical deathbed planning considerations like basis planning, transfer tax strategies, and decision-making to avoid adverse impacts on the estate plan.
Chapters
Transcript
Episode notes