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VERSION:2.0
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UID:180909imp
DTSTAMP:20261021T222202Z
DTSTART:20261117T150000Z
DTEND:20261117T170000Z
LOCATION: Online
SUMMARY: Surgent's Post-death Planning and Estate Administration Strategies
DESCRIPTION: After a client's death\, financial and tax outcomes are shaped not only by the estate plan itself\, but also by decisions made during the administration process. Executors and advisors must evaluate liquidity needs\, asset disposition\, valuation choices\, and available tax elections\, all while coordinating estate\, income\, and transfer tax considerations. This course introduces the practical and strategic issues that arise after death and explains how post-mortem decisions can materially affect taxes\, cash flow\, and beneficiary outcomes.
CLASS:PUBLIC
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