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