White Paper

9 Pages
  • 9 Pages

Post-Mortem Estate Planning: Basis Reporting, Post Death Actions, and State Law


The reporting requirements are not simple.

Post mortem tax planning has been affected by the federal estate and gift tax exemption. The goal of this white paper is to discuss basis reporting, and review how to fix an estate plan after death. And while state law may allow for post-death fixes, what is the IRS portion? Download this paper for further details.



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] or 248-267-3210

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