estate planning red flags podcast #12

Portability: Preserve Unused Exemption at Death of First Spouse

CAYCE POWELL, MBA, J.D., FCEP // President, Thompson & Associates

JASON D. MEREDITH, MBA, J.D., FCEP // Executive Vice President, Charitable Estate Planning, Thompson & Associates 

In this episode, Cayce and Jason discuss:

    • Brief history of estate tax law and the “use it or lose it” exemption.
    • How can DSUEA be preserved?
    • As development officers, what can we be listening for to know if our donors have this issue?
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This series of podcasts focuses on educating development teams across the country with
common pitfalls and red flags faced in estate planning.  These podcasts highlight problems and obstacles your
donors face in the estate planning process.  Knowing these will help you recognize opportunities to assist
your supporters in determining their best plan, which could include your organization.