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Postmortem Planning | Estate Planning | The American College of Trust and Estate Counsel
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Postmortem Planning | Estate Planning | The American College of Trust and Estate Counsel
Estate planning experts offer an overview of what estate planning decisions can be made postmortem and pre-mortem, including taxes, decanting, and portability considerations. The American College of Trust and Estate Counsel, ACTEC, is a national association of approximately 2,400 peer-elected lawyers and law professors from across the United States and abroad with expertise in estate planning, probate and trust administration. In this video: 00:00 - Introduction 00:28 - What is postmortem planning? 01:37 - What taxes are involved in postmortem planning? 02:42 - Explanation of the Death Tax Return 04:34 - How is a disclaimer used in estate planning. 06:00 - Modifying an estate plan postmortem. 07:22 - Final thoughts on postmortem planning.
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