July 24, 2024 | 4:00 – 5:00 PM EDT
Speaker: Ann Campbell, CIA, CPA
CE: 1 IRS/CTEC
Sponsored by Drake
Price: Free | $50 Non-Members

The Deceased Spousal Unused Exclusion, or DSUE, is the amount of the federal estate tax exemption that is not used by a deceased spouse. Using the DSUE strategy for your clients will help preserve the unused amount from the first deceased spouse so it can be used for the second surviving spouse’s estate. In this session, you will learn how to protect yourself by advising your clients on the DSUE strategy. The result: both your clients and their heirs will thank you!

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