Art Werner: Post-Mortem Estate Planning | Quick Tax Tip

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Quick Tax Tip
With Art Werner

So, ladies and gentlemen, what does post-mortem mean? You know, it means after death.

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So, how can you do an estate plan after a person dies?

Believe it or not, there are a lot of opportunities, and post-mortem estate planning, in my opinion, is the fine-tuning of an estate plan after the person dies. Can we connect some dots? Can we make some changes? Can we push the plan in a direction that wasn’t intended initially? Maybe the tax laws changed, or maybe the needs of a client changed? Can we create a better result?

Posted on September 8, 2024

Art Werner

About the Author

Arthur Joseph Werner, JD, MS (Taxation), is the president and founder of the professional education firm Werner-Rocca Seminars Ltd.

Werner’s lecture topic specialties include business, tax, financial and estate planning for high-net-worth individuals.

Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 3000 eight-hour seminars over the past 25, years as well as numerous webinars and video presentations. He has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of CPAs, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.

In addition, he is a former adjunct professor of taxation in the Master of Science in Taxation program at The Philadelphia University. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.

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