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Basis and Beyond: Planning for Non-Taxable Estates 04-18-2024

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Basis and Beyond: Planning for Non-Taxable Estates
Presented by Patrick Carlson, Vanilla
Patrick Carlson

In this webinar, Patrick Carlson, Product Counsel at Vanilla, covered how to approach basis, capital gains, income tax, and more. In addition to foundational estate planning concepts, Patrick discussed flags you should look for when examining an existing plan or helping craft estate strategies that are relevant for clients without estate tax worries.

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