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Planning for the Surviving Spouse Webinar

Wednesday, August 6, 2025
1:00-3:00pm central

Effective estate planning for a surviving spouse requires careful consideration of tax strategies, asset distribution, and long-term financial security. This course explores key estate planning techniques designed to protect and provide for the surviving spouse while minimizing estate and fiduciary income tax burdens. Participants will gain a comprehensive understanding of estate tax mitigation strategies, including the Qualified Terminable Interest Property (QTIP) election and the Deceased Spousal Unused Exclusion (DSUE) election, as well as best practices for funding the marital share. Additionally, the course will cover fiduciary income tax mitigation strategies to optimize tax efficiency for the estate and beneficiaries. Designed for estate planning professionals and tax practitioners, this course provides practical insights to ensure a seamless transfer of assets while preserving the surviving spouse’s financial well-being.

 

2 CPE Credits

 

Registration opens in July.

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Planning for the Surviving Spouse Webinar
Details & Agenda
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Webinar Instructor: Klaralee R. Charlton

Klaralee R. Charlton is an estate and tax attorney at 3i Law working with clients to effectively plan for the future transfer of assets and efficiently administer assets post-death. She works with clients to visualize their estate planning goals while capturing opportunities to mitigate risk, administrative burdens and unnecessary tax liability. After a death, Klaralee works alongside family members to accomplish necessary transfers and ensure reporting obligations are met. Klaralee also partners with legal and accounting professionals on case strategies to minimize tax liability and meet reporting requirements. She is a frequent speaker on the topics of estate and fiduciary income tax and is an adjunct professor in the University of Denver, Graduate Tax Program. In her free time, she enjoys walking her three silky terriers and watching classic Frasier episodes.