Webcast: Portability: An Estate Planning Game-Changer

Recording | Presentation material

The portability election for using the unused exclusion of a deceased spouse is a powerful estate and income tax planning tool that you should consider using with your individual. In this webcast, Steve Siegel walks you through the ins and outs of the portability rules and new planning opportunities under the recent IRS Rev. Proc. 2017-34. You will learn:

  • How the rules work and when portability should be used in estate and tax planning.
  • The advantages and disadvantages of making the portability election.
  • How the portability issue is addressed on the tax reporting forms.