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Planning for Portability After Rev. Proc. 2016-49

Planning for Portability After Rev. Proc. 2016-49

Update: 2016-10-06
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Rev. Proc. 2016-49 opens new opportunities in planning for the marital deduction. In this podcast, Bob Keebler discusses the available strategies for maximizing estate tax exemptions, protecting assets and preserving flexibility.


This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com


Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

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Planning for Portability After Rev. Proc. 2016-49

Planning for Portability After Rev. Proc. 2016-49

steve@leimbergservices.com