Thompson & Associates
Estate Planning Flags #12: Portability-Preserve Unused Exemption at Death of First Spouse
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:15:28
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Sinopse
President Cayce Powell, MBA, JD, FCEP and Executive Vice President Jason Meredith, MBA, JD, FCEP discuss:1. Brief history of estate tax law and the "use it or lose it" exemption.2. How can DSUEA be preserved?3. As development officers, what can we be listening for to know if our donors have this issue?
