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Not So Fast! Deciding Whether and How to Discuss Federal Estate Tax Returns with Personal Representatives
Contains material from Sep 2023
Not So Fast! Deciding Whether and How to Discuss Federal Estate Tax Returns with Personal Representatives
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The federal estate tax return is often not mentioned to the client in the course of a probate attorney’s representation of an executor or administrator of a decedent’s estate. Given such factors as the looming sunset of the current gift and estate tax exemption, the opportunity for portability of a married decedent’s unused exclusion to a surviving spouse, and negative consequences that can result from failing to file a federal estate tax return, this presentation offers some steps for the probate attorney to consider when deciding whether to include a discussion of the federal estate tax return when representing an executor or administrator of a decedent's estate.
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Not So Fast! 7 Steps For Deciding Whether and How To Discuss the Federal Estate Tax Return with the Personal Representative (Sep 2023)
Nikki L. Laing
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Session 1 —29 mins
Not So Fast! 7 Steps For Deciding Whether and How To Discuss the Federal Estate Tax Return with the Personal Representative (Sep 2023)
The federal estate tax return is often not mentioned to the client in the course of a probate attorney’s representation of an executor or administrator of a decedent’s estate. Given such factors as the looming sunset of the current gift and estate tax exemption, the opportunity for portability of a married decedent’s unused exclusion to a surviving spouse, and negative consequences that can result from failing to file a federal estate tax return, this presentation offers some steps for the probate attorney to consider when deciding whether to include a discussion of the federal estate tax return when representing an executor or administrator of a decedent's estate.
Originally presented: Aug 2023 Estate Planning, Guardianship and Elder Law Conference
Nikki L. Laing,
Godwin Laing, PLLC - Texarkana, TX