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 $11,180,000, 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.
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Why Lorman?
Over 34 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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Why Lorman?
Over 34 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 Course
This course was last revised on May 18, 2018.
Call 1-866-352-9540 for further credit information.
No Credit AvailableThis program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 34 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
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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Why Lorman?
Over 34 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.
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