1149111491 Final Steps: Closing the Estate and Filing the Final Tax Return
The Law offices of J. Vincent Perryman

Final Steps: Closing the Estate and Filing the Final Tax Return

12:00 PM - 1:30 PM

Learn methods of closing the estate and how to reduce income tax liability in the final year of the estate.

Many lawyers who settle estates do not know how to protect the executor from liability - they might not even know what liability the executor remains subject to after the estate is closed. In addition, some assets create distribution problems that must be solved in order to close the estate and make the best use of allocation powers and fiduciary income tax planning. This topic will help practitioners protect the executor from liability, deal with beneficiaries in distributing hard to value and difficult to distribute assets, learn alternative means of closing the estate and learn how to reduce income tax liability in the estate's final year.

Speaker: Patti S. Spencer

Program Topics:

Closing the Estate
  • Distributions to Minor or Incapacitated Beneficiaries
  • Distributions in Kind
  • Real Estate
  • Qualified Plan and IRA Issues
  • Apportionment of Taxes
  Protecting the Personal Representative From Liability
  • What Liabilities Will Remain Open
  • What Protections Can Be Provided
  Dealing With Beneficiaries
  Accountings and Family Settlement Agreements
  Income Tax Planning for the Final Year
- View All CLEs -
Upcoming Continuing Legal Education Sessions
Memphis Attorneys   Memphis Probate   Memphis Estate Planning   Memphis Criminal Law
Legalease Episodes    Memphis Nursing Home Neglect
super lawyers badge Avvo tax badge Avvo probate badge Avvo estate planning badge The Law Offices of J. Vincent Perryman
4719 Spottswood, Memphis, TN 38117
Ph: 901-347-0647
Fx: 901-255-0745

Providing legal services for Memphis Tennessee and surrounding areas.
Memphis lawyer and Memphis attorney services.
Disclaimer: Use of this website does not create an attorney-client relationship.