Marital Deduction Planning

Marital Deduction Planning

Randy Pople, CFP, AEP, Pople Financial Consulting

For those involved in the planning of estates and financial affairs, Marital Deduction Planning can create significant planning opportunities. This session was designed to provide the practitioner with an overview of the opportunities and process for marital deduction planning and provide the practitioner with real world knowledge to help them in their day to day practice. The session covered transfers during lifetime and at death. It featured information on non-citizen and same sex spouses, both important topics in today’s society. It also featured a short section on the Generation Skipping Transfer (GST) Tax Exemption Allocation.

Download Handbook Here: Handout Marital Deduction Planning

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