Portability: A Planning Game-Changer, But Not as Simple as It Appears  

    Originally aired 9/19/13 


    Seminar recording | Presentation materials | Outline

    In this webcast, Steve Siegel leads practitioners through a discussion on:
    • What portability is intended to accomplish
    • Required portability election and who is responsible for making it
    • Use by “small” estates
    • Issues on Forms 706 and 709
    • Advantages and disadvantages of the election




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