Completing Income Tax Returns for Decedents and Estates (2025 Edition)

Leah A. Morrison
Leah A. Morrison | English, Lucas, Priest & Owsley, LLP

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.

Live Video-Broadcast: February 21, 2025
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2 hour CLE
Tuition: $195.00
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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

Date / Time: February 21, 2025 

  • 1:00 pm – 3:10 pm Eastern
  • 12:00 pm – 2:10 pm Central
  • 11:00 am – 1:10 pm Mountain
  • 10:00 am – 12:10 pm Pacific

Closed-captioning available

Speakers

Leah A. Morrison_myLawCLELeah 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

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