Trusts, Estates & Probate

4.27

Tackling Income Tax Issues in Probate

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Upon Request 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Approved 1.5 Total
Kentucky CLE Approved 1.5 Total
Louisiana CLE Upon Request 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Mississippi CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Carolina CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Upon Request 1.5 Total
OnDemand
1 hours 28 minutes
John Metzger
With John W. Metzger from Metzger and Spencer, LLP
Recorded June 17, 2025
Product ID 100480

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Overview

Ensure Compliance and "Trim the Fat"

Payment of the decedent's and estate's income tax is an indelible part of probate. Yet, mistakes and uncertainties plague this step of administration. Are you overlooking tax-saving opportunities? Let us outline the key income tax issues attorneys must consider. We'll share tips on making election decisions, discuss when IRD incurs income tax, and offer practical guidance for working with financial specialists on IRS reporting. Update your advice - register today!

  • Base all your decisions on the latest and most relevant tax law.
  • Explore strategic planning opportunities income tax changes present.
  • Refresh your knowledge of income tax forms and timelines.
  • Explore special situations involving the IRS that require particular attention.

Abbreviated Agenda

  1. Tax Update 2025: What Attorneys and PRs Need to Know
  2. Administration Expenses and Deductions, Income/Loss Recognition, and IRD Issues
  3. Post-Death Income Tax Returns Tips and Best Practices (Elections, Timeline, etc.)
  4. Negotiating With the IRS: What's Possible and What's Prudent

Related Topics

Product ID 100480

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Upon Request 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Approved 1.5 Total
Kentucky CLE Approved 1.5 Total
Louisiana CLE Upon Request 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Mississippi CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Carolina CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Upon Request 1.5 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Tackling Income Tax Issues in Probate

    1. Tax Update 2025: What Attorneys and PRs Need to Know
    2. Administration Expenses and Deductions, Income/Loss Recognition, and IRD Issues
    3. Post-Death Income Tax Returns Tips and Best Practices (Elections, Timeline, etc.)
    4. Negotiating With the IRS: What's Possible and What's Prudent

Who Should Attend

This legal guide is designed for attorneys. Accountants, tax professionals, fiduciaries, and paralegals will also benefit.

Speakers

John W Metzger
John W.
Metzger
Metzger and Spencer, LLP
Speaker bio
John W Metzger

John W. Metzger

Metzger and Spencer, LLP
John Metzger

is a partner in the Lancaster firm of Metzger and Spencer, LLP, where he practices in the areas of taxation, probate, trusts, estate planning, business entities, real estate, orphans' court practice, orphans' court litigation, and zoning law. He is chairman of the Lancaster Township Zoning Hearing Board, and a member of the Lancaster and Pennsylvania bar associations. Mr. Metzger recently completed his term as a member of the Real Property Probate and Trusts Law Section Council. He has volunteered and served as the estate planning expert for Wills for Heroes. Mr. Metzger served several terms as a trustee of The Heritage Center Museum of Lancaster County, chairman of its Planning and Giving Committee, and chairman of the Heritage Museum at Penn Square. He recently concluded service on both the Board of Directors and Executive Committee of the Historic Preservation Trust of Lancaster County, and as a member of the Preservation Action Committee. Mr. Metzger earned his B.A. degree, cum laude, from the University of Richmond and his J.D. degree from Temple University School of Law.

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