Boulay Webinar

 

The Estate Portability Provision:

Ensuring Maximum Financial Benefit as a Widow(er)

 

Thursday, December 7, 2023

11:00 - 11:45 a.m. (Central Time)

 

 

Join estate and trust partners Andrea Thermos and Emily Blackburn for a webinar to learn how the portability provision for estate taxes allows a surviving spouse to capture their deceased spouse’s unused estate tax exception amount, ensuring the widow(er) receives the maximum financial benefit. Understand how this provision works, when it should be used, and the advantages and disadvantages of making the election.