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The Intersection of Portability and Blended Families: No Man’s Land?



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Like it or not, portability is here to stay. Blended families constitute the largest segment of the U.S. population and have for ten years. But portability poses some charged emotional issues and real cause for liability concerns for the stepfamily. In their exclusive LISI Webinar, Ed Morrow and Paul Hood will take you through the use of portability in the blended or dysfunctional family. Here's a look at just some of the issues Ed and Paul will review in their content-packed webinar: 

  • When not to use portability.
  • Who is responsible for filing the portability Form 706.
  • How to navigate the shoals of the emotional rollercoaster around portability.
  • Review of state law jurisprudence around portability, including the Vose case.
  • How pre-nuptial agreements should work with portability.
  • The risks of portability for the beneficiaries of the QTIP trust in certain situations.
  • Who is to prepare and pay for the preparation of the Form 706.
  • Use of the DSUE amount during the surviving spouse’s overlife.
  • The impact of the Sower case out of the Tax Court.
  • And much more!!! 

 

 



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