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DTSTAMP:20260925T083558Z
DTSTART:20261029T193000Z
DTEND:20261029T210000Z
SUMMARY: When a Client Dies: Advising the Family on Tax and Financial Issues Involved in the Administration of the Estate
DESCRIPTION: This is a rebroadcast from AICPA ENGAGE 2026. 

A client's passing sets in motion a wide range of tax\, financial\, and fiduciary responsibilities that require thoughtful coordination and planning. 

This session provides a comprehensive review of the myriad tax and financial issues involved in the administration of a client's estate\, including: 
First steps to take upon learning of a client's passing
Coordinating efforts among the financial advisers assisting the family
Planning for and preparing federal and state estate tax returns\, including the federal portability election
Planning for and preparing federal and state individual income and fiduciary income tax returns\, including a review of the various income tax planning issues and elections that arise
Discussing various financial planning issues that the family faces\, including qualified retirement plan distribution options
Advising on any generation-skipping income tax elections and issues
CLASS:PUBLIC
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