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Preparing the Estate Tax Returns and Related Post-Mortem Tax Issues

SKU: EST3500
Total Credits
1.5 - 1.8
  • Instant Online Access
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This CLE course will introduce attorneys to the preparation of the Federal Estate Tax Return, Form 706. Because of portability, filing this return on the death of the first spouse has become very important. In fact, it might be malpractice not to file this when the first spouse dies, even if the combined estates of both spouses (at the time of the first death) is under the threshold amount for single spouse (currently $5.45 million). In addition to an overview and more detailed explanation of the various sections and schedules on the federal estate tax form, this course will alert you to what documents you need to retrieve and prepare for completing the 706 as well as hints and suggestions and a basic checklist. Even if someone else prepares the estate tax return, the attorney representing the estate’s personal representative should be able to intelligently review a 706 return and spot missing information and common errors.

Lecturer Bio

Martin L. Lerner, Esq.

Martin L. Lerner's practice, for the past thirty years, has focused in the areas of wills, trusts and estates, personal tax planning, asset protection, organizing and tax planning for closely-held businesses, business succession planning, estate and probate administration and post-mortem tax planning.

Marty has been a speaker on estate planning topics for National Business Institute continuing legal education courses as well as a lecturer on estate planning topics for TIAA-CREF wealth management group and other professional and business groups.

Marty is a member of the Real Property, Trust and Estate Law Section of the American Bar Association and the Trusts and Estates Law Section of the New York State Bar Association, and is admitted to practice in New York and California, as well as being a member of the State Bar of Wisconsin. Marty received his law degree from the University of Wisconsin, Madison.

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