CLE Course Details

Preparing the Estate Tax Returns and Related Post-Mortem Tax Issues

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Price: $55
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  • Description
    While not common knowledge, filing a Federal Estate Tax Return, Form 706, is a requirement on the death of a first spouse. In fact, failure to do so might be malpractice. Interestingly, this is true even if the combined estates of both spouses us under the required threshold for a single spouse. This CLE course will explain this and other important facts about Form 706, as well as the ancillary documents that need to be prepared to complete the form and recommendations for ensuring you have filed properly. The course will review the sections of the form and instruct attorneys on how to properly review the form and spot missing information.
  • Instructor Bio

    Martin Lerner

    Martin L. Lerner's practice, for the past thirty years, has focused in the areas of wills, trusts and estates, personal tax planning, asset protection, organizing and tax planning for closely-held businesses, business succession planning, estate and probate administration and post-mortem tax planning.

    Marty has been a speaker on estate planning topics for National Business Institute continuing legal education courses as well as a lecturer on estate planning topics for TIAA-CREF wealth management group and other professional and business groups.

    Marty is a member of the Real Property, Trust and Estate Law Section of the American Bar Association and the Trusts and Estates Law Section of the New York State Bar Association, and is admitted to practice in New York and California, as well as being a member of the State Bar of Wisconsin. Marty received his law degree from the University of Wisconsin, Madison.