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Estate Taxes II: The Marital deduction, credit shelter planning and portability

July 21, 2015

On July 21, Tamara Busch gave the presentation, "Estate Taxes II: The Marital deduction, credit shelter planning and portability," at the Summer Institute in Taxation event held by the NYU School of Professional Studies. The presentation was about how estate planning for spouses requires an understanding and appreciation of the unlimited marital deduction and how it is used effectively.