Completing Income Tax Returns for Decedents and Estates (2025 Edition)
She concentrates on her practice in probate administration and designing tax advantageous estate and asset protection plans, as well as Special Needs and Medicaid planning.
2 hour CLE
Tuition: $195.00
Get this course, plus over 1,000+ of live webinars.
Learn More
Training 5 or more people?
Sign-up for a law firm subscription plan and each attorney in the firm receives free access to all CLE Programs
Program Summary
Gain practical tools for maintaining the tax liability of the decedent and the estate and learn how to correctly complete and properly file all the necessary returns to make certain the estate closing is accurate and timely.
Key topics to be discussed:
- Get Practical Tips for Completing the Decedent’s and Estate’s Income Tax Returns
- Understand the Tax Basis of Assets, When a Step-Up Occurs, and When and How to Report the Tax Basis of Assets in Estate Administration
- Learn When Asset Valuation Is Needed and How to Conduct It Properly
Closed-captioning available
Speakers
Leah A. Morrison | English, Lucas, Priest & Owsley, LLP
Leah A. Morrison is a partner with English, Lucas, Priest & Owsley, LLP, in Bowling Green, Kentucky. She concentrates on her practice in probate administration and designing tax advantageous estate and asset protection plans, as well as Special Needs and Medicaid planning. Leah is a frequent presenter on estate planning and probate, particularly trust taxation. Leah serves on the Board of Directors for the Bowling Green-Warren County Bar Association, and as Vice-Chair for the Probate & Trust Law Section of the Kentucky Bar Association. She earned her J.D. degree, magna cum laude, from University of Louisville Brandeis School of Law, her LL.M. degree in taxation, magna cum laude, from the University of Alabama, and her B.A. degree in Criminal Justice from George Washington University.
Agenda
I. Get Practical Tips for Completing the Decedent’s and Estate’s Income Tax Returns | 1:00pm – 2:00pm
Break | 2:00pm – 2:10pm
II. Understand the Tax Basis of Assets, When a Step-Up Occurs, and When and How to Report the Tax Basis of Assets in Estate Administration | 2:10pm – 2:50pm
III. Learn When Asset Valuation Is Needed and How to Conduct It Properly | 2:50pm – 3:10pm
Credits
Alaska
Approved for CLE Credits
2 General
Alabama
Approved for Self-Study Credits
2 General
Arkansas
Approved for CLE Credits
2 General
Arizona
Approved for CLE Credits
2 General
California
Approved for CLE Credits
2 General
Colorado
Pending CLE Approval
2 General
Connecticut
Approved for CLE Credits
2 General
District of Columbia
No MCLE Required
2 CLE Hours
Delaware
Pending CLE Approval
2 General
Florida
Approved via Attorney Submission
2.5 General Hours
Georgia
Approved for CLE Credits
2 General
Hawaii
Approved for CLE Credits
2.4 General
Iowa
Pending CLE Approval
2 General
Idaho
Pending CLE Approval
2 General
Illinois
Approved for Self-Study Credits
2 General
Indiana
Approved for Self-Study Credits
2 General
Kansas
Pending CLE Approval
2 Substantive
Kentucky
Pending CLE Approval
2 General
Louisiana
Pending CLE Approval
2 General
Massachusetts
No MCLE Required
2 CLE Hours
Maryland
No MCLE Required
2 CLE Hours
Maine
Pending CLE Approval
2 General
Michigan
No MCLE Required
2 CLE Hours
Minnesota
Approved for Self-Study Credits
2 General
Missouri
Approved for CLE Credits
2.4 General
Mississippi
Pending CLE Approval
2 General
Montana
Approved for Self-Study Credits
2 General
North Carolina
Pending CLE Approval
2 General
North Dakota
Approved for CLE Credits
2 General
Nebraska
Pending CLE Approval
2 General
New Hampshire
Approved for CLE Credits
120 General Minutes
New Jersey
Approved for CLE Credits
2.4 General
New Mexico
Approved for Self-Study Credits
2 General
Nevada
Approved for Self-Study Credits
2 General
New York
Approved for CLE Credits
2.4 General
Ohio
Approved for Self-Study Credits
2 General
Oklahoma
Pending CLE Approval
2.5 General
Oregon
Pending CLE Approval
2 General
Pennsylvania
Approved for Self-Study Credits
2 General
Rhode Island
Pending CLE Approval
2.5 General
South Carolina
Pending CLE Approval
2 General
South Dakota
No MCLE Required
2 CLE Hours
Tennessee
Approved for Self-Study Credits
2 General
Texas
Approved for CLE Credits
2 General
Utah
Pending CLE Approval
2 General
Virginia
Not Eligible
2 General Hours
Vermont
Approved for CLE Credits
2 General
Washington
Approved via Attorney Submission
2 Law & Legal Hours
Wisconsin
Approved for Self-Study Credits
2 General
West Virginia
Pending CLE Approval
2.4 General
Wyoming
Pending CLE Approval
2 General
#1 CLE Access Program
- Over 1,000 Live CLE Webinars each year
- All CLE webinars broadcasted in last 12 months
- Programs covering over 35 practice areas
- Hot topics & changes in the law
- All formats: Live, Replay, and On-demand
- Accreditation in every state
Access every CLE webinar,
every format, all year long!
myLawCLE All-Access Pass
only $395 yearly
Register Now
#1 CLE Access Program
- Over 1,000 Live CLE Webinars each year
- All CLE webinars broadcasted in last 12 months
- Programs covering over 35 practice areas
- Hot topics & changes in the law
- All formats: Live, Replay, and On-demand
- Accreditation in every state
Access every CLE webinar,
every format, all year long!
myLawCLE All-Access Pass
only $395 yearly
Preview
More CLE Webinars
Trending CLE Webinars
![Revocable Living Trusts from Start to Finish [Including 1 Ethics Hour] (2025 Edition)](https://mylawcle.com/wp-content/uploads/2024/12/Revocable-Living-Trusts-from-Start-to-Finish_myLawCLE.jpg)
Upcoming CLE Webinars
