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Audio & Reference Manual

Post-Mortem Estate Planning

Gain an understanding of how income tax and estate planning is affected once a client passes away.

The Federal Estate and Gift Tax Exemption of $5,450,000, plus portability, changes the focus of Post Mortem Tax Planning. The focus of this topic will be on income tax issues that arise as a result of death. In addition, it will include a review of how to fix an estate plan after death. While state law may allow for post-death fixes, what is the IRS portion? We will review steps to minimize income tax, how a tax problem can be fixed and what the IRA rules are.

Runtime: 88 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Identify the Client

Checklist and Representation Letter

Estate/Trust of Your Decedent and the Estate Plan of Others

  • Conflicts
  • Closely Held Business

IRA Options

Disclaimer

Post-Death Reformations

Fiduciary Income Tax Return

Decedents' Final Return

Foreign Trust

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Kenneth E. Konop

Kenneth E. Konop

Miller, Canfield, Paddock and Stone, P.L.C.

  • Senior counsel with Miller, Canfield, Paddock and Stone, P.L.C.
  • Practice emphasizes estate administration, estate planning, litigation and charitable entities
  • Given numerous speeches and written articles during his 40 years of practice
  • Member of ACTEC and former chairperson of the Estate Planning and Probate Section of the State Bar of Michigan
  • Admitted in Michigan, Illinois and Washington, D.C.
  • J.D. degree, Wayne State University School of Law; LL.M. degree in taxation, New York University; B.A. degree, University of Michigan
  • Can be contacted at [email protected]ercanfield.com or 248-267-3210
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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
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  • Course Manuals
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  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 399687
Published 2016
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Available in Multiple Formats

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