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

SKU: EST3500

CLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App and with Live Webinars!

Course Media Options

About This Course

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.

Spend less and get more

Get the courses that you need and the forms completed in days — not weeks or months.

Feature Ribbon Icon
CLE Manager on a headset

Dedicated CLE Manager

Quality help from a responsive CLE expert dedicated to assisting you.

Feature Ribbon Icon
A wall of media options

Riveting Content & an Exceptional Library

Experience outstanding presenters.

Feature Ribbon Icon
Customer viewing progress on a computer

Free Customized CLE Tracker

Keep crystal clear records of your courses and credits.

Feature Ribbon Icon
All of our media formats

Online, Audio CD, DVD, iOS/Android App, USB Stick

Learn at your pace, in the format that you prefer.

Want Different Options?

For a custom suite of courses, our custom CLE option satisfies your CLE cycle requirements in one easy step.

Customize OptionsRight ArrowCustomize Options