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Post-Mortem Planning Research & Guidance

Find the in-depth analysis, news, practice tools, and guidance you need on post-mortem planning from Bloomberg BNA Tax & Accounting. Bloomberg BNA offers a number of resources that provide insights on new policies and developments concerning every facet of post-mortem planning, including transfer tax payment and apportionment, generation-skipping tax considerations, state tax considerations, credit shelters, and more. Our team of leading practitioners gives you timely updates on best practices, and our products feature working papers, client letters, source documents, practice tools, and sample forms.

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Written by leading practitioners in the field, the Estates, Gifts and Trusts Portfolios provide everything necessary to ...
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This bimonthly review gives you an ongoing perspective on todays many estate planning topics, such as marital deduction ...
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This Portfolio is an introduction to, and overview of, the process of probate and estate administration. 
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Disclaimers — State Law Considerations presents a detailed study of the state law ramifications of disclaimers.
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This Portfolio discusses aspects of tax planning in connection with administration of an estate or trust and includes, b ...