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Frank Henke and Kelly Burnell discuss the pros and cons of outright disposition to a surviving spouse.
Tax Law Series: Estate Planning Tax Considerations for 2015
On-Demand Seminar (Posted 03/08/15) | Level: Intermediate
Get expert advice on strategies to step-up basis and maximize capital gain treatment, determine whether a client still needs a marital trust or a credit shelter trust, and create a flexible estate plan using joint trusts and trust protectors.
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