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.
Current Tax Rates and Exemptions
Valuation of Assets
Tax Issues in Distributions to Minors and Trusts
Decedent's Final Income Tax Returns: Forms, Deadlines, Filing, Supporting Docs
Understanding Tax Basis and Step-Up at Administration
Estate's Income Tax Returns
Estate Tax: Portability, Elective Share, Disclaimers and More
Tax Basis Consistency and Reporting for Assets Received at Death
How the Generation-Skipping Transfer Tax Affects the Estate and the Heirs
Continuing Legal Education WI CLE
- 7.00Approval Exp. 12/31/2022
Approved for up to 7.0 hours of repeated on-demand CLE credit by the Board of Bar Examiners. No more than 15.0 hours of repeated on-demand CLE credit may be earned during a reporting period. An attorney may not earn ethics and professional responsibility credit with repeated on-demand courses.
DAVID L. BINDRUP is the managing partner at David Bindrup Law Firm, PLLC, where he oversees a team of attorneys and CPAs. He practices solely in the areas of estate planning, business planning, asset protection, and probate; has three Nevada offices; and he is also a certified public accountant licensed in California and Nevada. Mr. Bindrup uses his considerable experience in the planning and implementation of sophisticated, state-of-the-art estate, asset protection, and business planning strategies for estates and probates of all sizes. He has frequently been asked to speak in the areas of estate planning, asset protection planning, and probate. Mr. Bindrup earned his B.A. degree, cum laude, from Brigham Young University; and his J.D. degree from the Thomas Cooley School of Law; and LL.M. degree (in taxation) from the Thomas Cooley School of Law.
T. JAMES LEE is a shareholder and director in the Phoenix office of Fennemore Craig, P.C., and chairs the firm’s private wealth preservation (trusts and estates) practice group. He is certified as a trust and estate specialist by the State Bar of Arizona, and practices in the areas of estate planning, trust and estate administration, charitable giving, business design and structuring, international taxation, and commercial transactions. Mr. Lee is a member of the American Bar Association, the Utah State Bar, the ABA's Committee on Estate and Gift Taxes (Taxation Section), and is a fellow of the American College of Trust and Estate Counsel (ACTEC). He earned his undergraduate degree in business management from Brigham Young University, with distinction as the top business school graduate in the area of entrepreneurship. He graduated, with honors, from the J. Reuben Clark Law School at BYU.
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