Description

The Clayton election trust provision can build great flexibility into the larger estates, but one of the key elements of its success is savvy decision-making and impeccable execution after the first spouse passes away. This focused briefing addresses the unique challenges and tactics in using the Clayton election. Power up your trusts and estates skills – register today!

• Get an update on the current tax regulations driving the planners tax decisions today.
• Weigh the value and utility of creating the QTIP trust after the first spouse passes.
• Comply with the key deadlines for trust creation.