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Portability and Your Estate Plan

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Portability and Your Estate Plan

Date Recorded: February 22, 2024

Hosts/Presenters: Dennis M. Sandoval, Managing Partner of Sandoval Legacy Group

Date Recorded: February 22, 2024


Dennis M. Sandoval, Managing Partner of Sandoval Legacy Group

What Is Covered:

Key Insights from an Expert:

In this webinar we willl continue with expert Attorney Dennis M. Sandoval, a renowned tax and estate planninglawyer, on the topic of “Portability & Your Estate”.

Congress did a big favor for taxpayers with small to medium size estates by instituting portability. However, the advantages of portability for these taxpayers do not come automatically. You MUST file an election to receive them. The factors to consider regarding whether to elect portability or not are complex. 

The attorneys at Sandoval Legacy Group stand ready to assist you in evaluating your circumstances to determine what the best course of action is for you.

​​​​​​​What You’ll Learn:

  • The Concept of Portability – Related to this subject, Congress created “portability” as part of the American Taxpayer Relief Act of 2012.
  • Advantages and Disadvantages of Portability
  • Advantages and Disadvantages of A/B Trusts
  • Simplifying Older Estate Plan
  • Electing Portability Before Expiration
  • Eliminating B Trust Altogether
  • Historical Funding
  • BONUS customized eBook including estate tax strategies for all attendees

Meet Our Panelist:

Dennis M. Sandoval, Attorney

Dennis M. Sandoval | Attorney & Managing Partner, Sandoval Legacy GroupDennis Sandoval is the only attorney in California who has certifications in the three areas of estate planning, elder law, and taxation. He received his Certified Estate Planning, Trust, and Probate Law Specialist designation from the California Bar Board of Legal Specialization in 1998 and his Certified Taxation Law Specialist designation in 2000 from the same organization. He is a Certified Elder Law Attorney (CELA), a designation he proudly received in 2004 after meeting all the requirements established by the National Elder Law Foundation (NELF) and the American Bar Association. Dennis also holds the designation as an Accredited Estate Planner® (AEP) from the National Association of Estate Planners and Councils.