Gain practical tools for managing 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 on time. Clarify all deadlines and request extensions. Enhance your estate administration practices - register today!
Get an update on the current tax rates, exemptions and deductions.
Understand 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.
Get practical tips for completing the decedent's and estate's income tax returns.
Valuation of Assets
Understanding Tax Basis and Step-Up at Administration
Estate's Income Tax Returns
Estate Tax: Portability, Elective Share, Disclaimers and More
Sales of Real Property
How the Generation-Skipping Transfer Tax Affects the Estate and the Heirs
Decedent's Final Income Tax Returns: Forms, Deadlines, Filing, Supporting Docs
Current Tax Rates and Exemptions
Tax Issues in Distributions to Minors and Trusts
Tax Basis Consistency and Reporting for Assets Received at Death
Lisa Cosper is a member of Sutin Thayer & Browne's commercial group, whose practice focuses on estate planning, trusts, and probate. Prior to joining Sutin, she worked as a paralegal, and then as a lawyer in estate planning and estate administration for a specialty law firm with offices throughout Arizona and New Mexico. Ms. Cosper frequently presents on planned giving and estate planning. She earned her J.D. from Arizona Summit Law School, graduating magna cum laude.
Evaleen M. Davis is the principal of the Law Office of Evaleen M. Davis in Plano. She focuses in estate planning, probate, corporate law, and tax planning, including compliance for exempt organizations, as well as asset protection. Ms. Davis is board certified in estate planning and probate law by the Texas Board of Legal Specialization. She has previously lectured on claims procedures in probate and is a frequent lecturer at the Dallas Police and Fire Pension System Pre-Retirement programs. Ms. Davis earned her B.A. degree from the University of Texas at Arlington and her J.D. degree from Texas Tech University School of Law.
Neal B. Jannol is a sole practitioner in Los Angeles at the Law Office of Neal B. Jannol. He has been an attorney for more than 20 years and concentrates his practice on sophisticated estate and tax planning for individual clients; the representation of individual and corporate fiduciaries; and the administration of estates and trusts. Mr. Jannol's experience includes drafting revocable and irrevocable trusts, business succession planning, premarital planning, charitable gift planning, and all aspects of estate administration and probate procedures. He is a member of the State Bar of California. Mr. Jannol earned his B.A. degree, magna cum laude, from the University of California at Los Angeles; and his J.D. degree from the University of California at Berkeley, Boalt Hall School of Law.
Leah A. Morrison is an attorney with English, Lucas, Priest & Owsley, LLP in Bowling Green, Kentucky. She concentrates her practice in designing estate, asset protection, and business succession plans in a tax advantageous manner. Ms. Morrison is a member of the American, Kentucky, Louisville, and Bowling Green-Warren County bar associations. She earned her J.D. degree, magna cum laude, from the 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.
We use this information in order to improve and customize your browsing experience,
in addition to improving our internal analytics and metrics about our visitors.