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Fiduciary Law and Transfer Tax Update

Fiduciary Law and Transfer Tax Update

September 14, 2011

8 a.m - 10:30 a.m.

Vincenzo's Italian Restaurant

Louisville, KY

Contact: Dianne Schifferdecker

Contact Email: dschifferdecker@wyattfirm.com

Join Wyatt's Estate Planning Team for an informative presentation on:

  • The 2011 Filing Requirements for 2010 Estates
  • Allocating Basis Under Section 1022
  • Opting into or out of the Estate Tax
  • Fiduciary Liability and Planning Opportunities
  • Electing Portability of Deceased
  • Spousal Unused Exclusion

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Fiduciary Law and Transfer Tax Update

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