Post Mortem Estate Tax Planning
Registration and cocktails
5:00pm – 5:15pm
Dinner
5:15pm – 6:00pm
Program
6:00pm – 7:00pm
RESERVATIONS
by Friday, September 12th
You will be sent a return email confirmation.
About the Program
This presentation provides practical insights for managing tax obligations after a decedent’s passing. It covers key strategies for income, estate, and gift tax planning, as well as the use of disclaimers and elections to minimize liabilities and ensure efficient estate administration. Attendees will gain tools to navigate complex tax scenarios, optimize deductions, and comply with federal requirements, equipping them to handle post-mortem tax matters confidently and effectively. ·
You will learn:
- Understand post-mortem income tax requirements
- Implement estate tax planning techniques
- Incorporate gift tax and disclaimer planning into administration
About the Speaker
Ashley L. Case is a dedicated estate planning attorney who approaches the typically somber topics of death and taxes with a unique blend of expertise and humor. Specializing in estate planning, tax, probate, and trust administration, Ashley focuses on empowering her clients through education and clarity. Her ability to demystify legal complexities and make documents accessible has earned her a reputation for easing the concerns of clients, whether they are navigating family dynamics, wealth preservation, or succession planning issues.
Beyond her legal practice, Ashley is an accomplished writer and speaker in her field. She has authored a book on estate planning (Arizona Estate Planning and Will Drafting with Forms, published by Matthew Bender through LexisNexis), co-authored articles for the NAEPC Journal of Estate & Tax Planning, and regularly contributes articles to Forbes.com, sharing her insights on tax and estate planning strategies. Ashley also contributes to legal education through presentations at various associations and universities, including the State Bar of Arizona, Maricopa County Bar Association, the National Association of Estate Planners & Councils (NAEPC), the National Association of Insurance and Financial Advisors (NAIFA), and Boston University School of Law.
Ashley's professional achievements, including certifications as a Board-Certified Specialist in Estate and Trust Law and an Accredited Estate Planner® by the NAEPC, underscore her expertise and commitment to her field. She is a Fellow with the American College of Trust & Estate Counsel (ACTEC). She is also actively involved in her community and serves on several boards, including Central Arizona Estate Planning Council, the Maricopa County Bar Association and Ballet Arizona.
In her personal life, Ashley balances her professional achievements with a passion for adventure. Besides taking on wild activities such as bungee jumping, ice climbing, skydiving, and dogsledding, she loves to hike big mountains. In June 2022, Ashley traveled to Tanzania, Africa, where she summited Mt. Kilimanjaro. Her dedication to both her career and personal interests reflects her philosophy of living life to its fullest, a lesson she continues to learn from her clients and experiences.
Thank you to our Meeting Sponsor
