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California Rules on Closing the Estate and Filing the Final Tax Return

Gain an understanding of different types of taxes that affect California estates.

Many practitioners are perplexed by estate tax, and the applicable filing requirements. This perplexing feeling is only made worse by recent federal estate tax changes. This information helps estate planners to determine the different types of taxes affecting estates, how to calculate the estate tax, and ways to plan for limits on the estate tax.

Runtime: 90 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

Closing the Estate

  • Steps in Closing the Estate
  • Timeline and When to Act
  • Executor Actions

How to Close the Estate

  • Fees for the Personal Representative and Attorney
  • Making the Distributions
  • Final Petition and Accounting

Taxes and Filing the Return(s)

  • Individual 1040 Taxes
  • Estate Tax Return 1041
  • Estate Tax Return 706
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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.

Credits

OnDemand Webinar

This course was last revised on April 26, 2018.

Call 1-866-352-9540 for further credit information.

  • CA MCLE 1.5
     
  • Lorman Business Center, Inc. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
     

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

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

Audio & Reference Manual

  • CA MCLE 1.5
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

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

MP3 Download

  • CA MCLE 1.5
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program 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

Joshua R. Driskell

Joshua R. Driskell

Primuth & Driskell, LLP

  • Founding Partner of Primuth & Driskell, LLP
  • Specializing in Tax, Estate Planning, Trust Administration and Probate
  • Rising Star Super Lawyers 2016 – 2017
  • Achieved the highest rating with Martindale Hubbell Law Directory
  • Admitted in United States Tax Court
  • Active member of the California State Bar and a member of the Tax and Trusts and Estates sections
  • Can be contacted at [email protected], 626-389-8254 or www.prdrlaw.com
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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!

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  • MP3 Downloads
  • Course Manuals
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  • 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: 400168
Published 2018
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Available in Multiple Formats

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