Tax

4.38

Tax Issues in Estate Administration: Rules, Valuations, Reporting, and More

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
OnDemand
5 hours 52 minutes
Adam Abrahams
Kaitlin Hackett
Yahne Miorini
C. Page Hamrick
John Metzger
With Adam Abrahams from Meyers Hurvitz Abrahams LLC + 4 others
Recorded January 15, 2025
Product ID 99633

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Overview

Tackling Tax Issues of the Estate Head On

Frustrated by the complex world of estate administration and the many tax issues that come with it? Overcome your frustrations with this course on taxes and estate administration. Gain the essential knowledge to navigate the world of estate taxes, from understanding tax forms to mastering complex tax returns. This course equips you with the tools to minimize tax liabilities, avoid costly errors, and effectively represent your clients in estate administration matters. Register today!

  • Stay up-to-date on the latest tax law changes and their impact on estate administration.
  • Gain a deep understanding of complex estate tax rules and regulations.
  • Learn proven strategies for calculating and distributing assets according to a will or trust.
  • Develop proficiency in understanding and filing estate tax returns.
  • Consider ethical guidelines in representing clients during estate administration.
  • Acquire practical tools and knowledge for resolving estate tax disputes.

Abbreviated Agenda

  1. Tax Refresher and Update
  2. Things to Watch Out For When Filing Taxes
  3. Retirement Secure Act
  4. Deductions and Exemptions
  5. Tax Implications of Estate Complications and Probate Litigation
  6. Tax Implications of Trusts in Estate Administration
  7. Distributing Assets to Beneficiaries
  8. Tax Effects of Family Business Transfer After Death
  9. Ethics in Estate Administration
Product ID 99633

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Tax Refresher and Update

    1. Current Tax Rates and Exclusion Amounts
    2. A Refresher on Tax Basis of Assets at Death
    3. TCJA Sunset and the Future of Estate/Gift/GST Taxes and Portability
    4. The SCOTUS Connelly Ruling
  2. Things to Watch Out For When Filing Taxes

    1. Forms 1040 or 1040-SR
    2. Income Tax Return: Form 1041
    3. Estate Tax Return: Form 706
    4. Applying the Basis Consistency Rules
    5. Tax Reporting of Charitable Donations
    6. Short Year and Fiscal Year Reporting
  3. Retirement Secure Act

  4. Deductions and Exemptions

    1. Marital Deductions
    2. Charitable Deductions
    3. Administration Expenses
    4. Debts/Losses
  5. Tax Implications of Estate Complications and Probate Litigation

    1. Jointly Held Assets
    2. Spousal Claims
    3. Unmarried Couples and Stepchildren
    4. Disputes of Estate, Trust, and Will
    5. Agency Problems: Conservatorships and Powers of Attorney
  6. Tax Implications of Trusts in Estate Administration

  7. Distributing Assets to Beneficiaries

    1. Improperly Titled or Hard to Transfer Assets
    2. Complex Asset Scenarios: Luxury Property, Digital Assets, Etc.
    3. Residuary Estate
    4. Probate and Non-Probate Assets
  8. Tax Effects of Family Business Transfer After Death

  9. Ethics in Estate Administration

    1. Avoiding Conflicts of Interest
    2. Breach of Fiduciary Responsibility
    3. Attorney-Client Privilege
    4. Fee Agreements

Who Should Attend

This course is designed for attorneys. Paralegals, tax professionals, and accountants may also benefit.

Speakers

Adam Abrahams
Adam
Abrahams
Meyers Hurvitz Abrahams LLC
Kaitlin Hackett
Kaitlin
Hackett
Porzio, Bromberg & Newman, P.C.
Yahne Miorini
Yahne
Miorini
Miorini Law PLLC
C. Page Hamrick III
C. Page
Hamrick, III
C. Page Hamrick III, Attorney at Law
John W Metzger
John W.
Metzger
Metzger and Spencer, LLP
Speaker bio
Adam Abrahams

Adam Abrahams

Meyers Hurvitz Abrahams LLC
Adam Abrahams

is a partner in the law firm of Meyers Hurvitz Abrahams LLC, located in Rockville, Maryland, specializing in tax planning, tax litigation, estate planning and probate matters. He helps clients meet their legal and tax planning goals and objectives in the areas of business tax planning, entity formation, business transactions, wealth preservation, protection of assets, estate planning and probate estates. Mr. Abrahams also counsels clients who have been contacted by the IRS regarding an audit or dispute of a tax return or a tax assessment. He represents individuals and businesses in Maryland, District of Columbia and Ohio. In addition to a law degree from the Cleveland-Marshall College of Law, Mr. Abrahams has an advanced degree in taxation from the Georgetown University Law Center. He is licensed in Maryland, District of Columbia and Ohio. Additionally, Mr. Abrahams is admitted to practice in the Federal District Court for the Northern District of Ohio, Federal Sixth Circuit Court of Appeals, U.S. Tax Court and U.S. Supreme Court. He has published in numerous tax-related publications including Irrevocable Life Insurance Trusts as an Effective Estate Tax Reduction Technique in The Practical Tax Lawyer (Summer 2013) and ABA Section of Taxation News Quarterly (Summer 2013), Employment Cases and Planning Implications in the ABA Tax Times(November, 2017),Medical Cannabis Business Operations: How can business owners navigate the Taxand Banking Law Minefields in Bloomberg Tax (Tax Management Memorandum-February 4, 2019), Graegin Loans-Another Way to Reduce Estate Tax in Bloomberg Tax (Tax Management Memorandum-May 2, 2019). Mr. Abrahams is a member of the American Bar Association (ABA), Section of Taxation and Real Property/Trusts and Estates, Maryland Bar Association, Section of Taxation and the D.C. Bar Association, Section of Taxation. He has recently been appointed to serve on the Maryland Bar Association Tax Council, serving on the Legal Education, Special Programs and Legislative committees.

Speaker bio
Kaitlin Hackett

Kaitlin Hackett

Porzio, Bromberg & Newman, P.C.
Kaitlin Hackett

is an associate at Porzio, Bromberg & Newman, P.C. She concentrates her practice on estate planning, estate administration, and guardianship matters. Ms. Hackett assists clients with tax planning, disputes, and estate administration matters. She served as a judicial law clerk to the Honorable Timothy W. Chell, PJ.Cv., in the Superior Court of New Jersey, Gloucester/Cumberland/Salem County vicinage. Ms. Hackett earned her bachelor's degree from Stockton University with a double major in psychology and political science, her J.D. degree from Rutgers Law School. While attending Rutgers, she served as editor in chief of the Rutgers Journal of Law and Public Policy and as a teaching assistant for the estate planning classes.

Speaker bio
Yahne Miorini

Yahne Miorini

Miorini Law PLLC
Yahne Miorini

is the founder and principal of Miorini Law PLLC, a law firm based in Northern Virginia. She focuses her practice on domestic and international estate planning, probate, trust administration, and related tax matters; elder law (special needs and long-term care); and Veterans' benefits. Ms. Miorini is licensed in the District of Columbia, Maryland, New York and Virginia. She is a member of the National Academy of Elder Law Attorneys (NAELA) and served as president of its Virginia chapter, VAELA. She is also accredited by the U.S. Veterans Administration. Ms. Miorini is a recurring author of articles about wills, trusts, estates, taxes, and elder law matters for a French-language periodical called La Plume, that is published by the Washington Accueil Association (WAA). She has lectured on the areas of estate planning, and estate and trust administration for several business professional groups. Ms. Miorini earned her J.D. degree from the University of La Sorbonne, in Paris, France; and her LL.M. degree from the George Washington University Law School.

Speaker bio
C. Page Hamrick III

C. Page Hamrick, III

C. Page Hamrick III, Attorney at Law
C. Page Hamrick

, J.D., CPA, is the principal of the Charleston law firm of C. Page Hamrick III, Attorney at Law. He has concentrated his practice in the areas of divorce law, tax and corporate estate law. Mr. Hamrick has served as a family law master, as assistant attorney general, as counsel to the West Virginia Legislature and as a hearing officer for numerous state agencies. He is a certified public accountant. Mr. Hamrick has testified as an expert witness in matters involving federal and state tax, financial analysis and real estate. He is a member of The West Virginia State Bar, American Association of Attorney-CPAs and West Virginia Society of Certified Public Accountants. Mr. Hamrick regularly teaches tax and law courses at Marshall University and has taught accounting at West Virginia University-Tech. He earned his B.S.B.A. and J.D. degrees from West Virginia University and his M.B.A. degree from the Marshall University (formerly WVCOGS).

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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Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
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