Top 10 Things Financial Planners Need to Know About Estate Planning Webinar

• Identify significant developments over the past 12 months in the areas of estate, tax, retirement and financial planning.
• Recognize issues that necessitate changes to an existing plan and traps for the unwary.
• Select applicable planning techniques so your clients' beneficiaries maximize after-tax assets.
• Understand portability and when it should be elected.

• Exemptions and exclusions
• Portability and step-up in basis
• Asset valuation
• Discounts
• Marital and charitable deductions
• Deductions: Transmission expenses and Administration expenses (706 or 1041)
• Income in respect of a decedent and retirement plan assets
• Life insurance and annuities
• Trust or estate administration
• Trust funding