Webinar: The Estate Portability Provision

Details
Thursday, December 7, 2023
11:00 – 11:45 a.m. Central Time

Join estate and trust partners Andrea Thermos and Emily Blackburn for a webinar to learn how the portability provision for estate taxes allows a surviving spouse to capture their deceased spouse’s unused estate tax exception amount, ensuring the widow(er) receives the maximum financial benefit. Understand how this provision works, when it should be used, and the advantages and disadvantages of making the election.*

Click here to register.

*While portability is not available for all estates at the state level, you may still make this election at the federal level.