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Trust and Estate Administration and Tax Reporting



Event Name: 2022 OSCPA Estate & Trust Conference
Event Date: 06/10/2022
Event Time: n/a

Heather Kmetz will provide a broad overview of how to approach administration of a trust or estate, and provide a road map for analyzing asset information, dispositive provisions, funding formulas and tax reporting obligations.  She will assess administrative options under traditional estate planning documents (considering residency of decedent and location of assets) and consider post-death elections (including portability of the DSUE and disclaimer), seeking to minimize administrative burdens and mitigate tax liabilities.

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