Log in
Blog
Contact Us
(877) 406-8636
Log in

Completing Income Tax Returns for Decedents and Estates

Leah A. Morrison
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 her practice in probate administration and designing tax advantageous estate and asset protection plans, as well as Special Needs and Medicaid planning.

On-Demand: November 27, 2023

$195.00 2 hour CLE

MCLE Credit Information:

Select Your State Below to View CLE Credit Information

Can't Decide Which CLE Program?

Access All
myLawCLE Programs
Only $395yr

Annual Subscription includes access to:
  • 500+ Live CLE Webinars
  • National Hot Legal Topics
  • New Laws and Regulations
  • State Specific Programs
  • All Formats: Live, Replay, & On-Demand
Subscribe Today
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

Law Firm Subscription Plan

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: November 27, 2023

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 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 | 12:00pm – 12:40pm

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 (part I) | 12:40pm – 1:00pm

Break | 1:00pm – 1:10pm

III. 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 (part II) | 1:10pm – 1:30pm

IV. Learn when asset valuation is needed and how to conduct it properly | 1:30pm – 2:10pm

Other Webinars You May Like