Slide Deck

32 Slides available anytime
  • 32 Slides

Final Steps: Closing the Estate and Filing the Final Tax Return

 

Learn methods of closing the estate and how to reduce income tax liability in the final year of the estate.

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 topic will help 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.

View Slides

More Program Information

Final Steps: Closing the Estate and Filing the Final Tax Return

Agenda

View Slides

More Program Information

Final Steps: Closing the Estate and Filing the Final Tax Return

Faculty

Joshua R. Driskell

Joshua R. Driskell

Lagerlof, LLP

  • Managing partner of Lagerlof, LLP
  • Has a background representing businesses and individuals and a keen attention to detail to leading the firm
  • Practice focuses on business, tax, estate, fiduciary, and related matters
  • Prior to forming Primuth, Driskell & Terzian, LLP, with partner Jonathan Primuth in 2014, he worked at a multi-state law firm, handling a wide variety of matters for individuals, and small and medium-sized businesses
  • Admitted to practice law in all California state courts, all Ohio state courts, the United States Tax Court, the United States District Court for the Central District of California, the United States District Court for the Northern District of Ohio, and the United States District Court for the Western District of Michigan
  • Member of the Pasadena Bar Association, the Los Angeles County Bar Association, and the California Bar Association
  • In addition to his activities as an attorney, he is a board member for the Pasadena Museum of History, Leadership Pasadena, and Pasadena Fire Foundation
  • J.D. degree, University of Toledo College of Law
Lindsay K. Francis

Lindsay K. Francis

Lagerlof, LLP

  • Senior Counsel with Lagerlof, LLP
  • Focuses her practice on probate administration, estate planning, and estate-related litigation
  • Prior to joining Lagerlof, she began her career in estate planning at a firm in Santa Maria before joining a boutique probate litigation firm in Los Angeles
  • During law school, she completed an internship for the first black female Surrogate (Probate) Judge in Brooklyn, New York; since law school, she has been named as a Rising Star by Super Lawyers Magazine since 2018
  • Admitted to practice law in all California state courts as, well as the U.S. District Court for the Central District of California and is also admitted to practice in New York
  • Member of the Pasadena Bar Association and the Los Angeles County Bar Association
  • J.D. degree, Brooklyn Law School, where she was a member of the Moot Court Honor Society and the Black Law Students Association
View Slides

More Program Information

Final Steps: Closing the Estate and Filing the Final Tax Return

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
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • 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.

Sign Up Today

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.