Primary Logo Black
Log In
  • ON-DEMAND

Tax Issues in Probate (On-Demand)

General Credits:
Original Date Of Course:

$179.00

Course Description

This course will cover the fundamental tax issues attorneys should understand when advising clients on estate matters. It will discuss income tax considerations, transfer tax issues (including estate, gift, and generation-skipping transfer taxes), and the executor’s tax-related duties in the estate administration process.

Syllabus

  1. Income Tax Issues
  2. Transfer Tax Issues (Estate, Gift and Generation Skipping Taxes)
  3. What are an Executor’s duties related to taxes in the estate administration process

Instructor

Don D. Ford III, Esq.

Credit Details

Course Type

Course Instructor

Don D. Ford III, Esq.
Original Date Of Course

General Credits

1.5
Don D. Ford III, Esq.
Don D. Ford III, Esq.
Don D. Ford III, Esq. holds a Board Certification in estate planning and probate from the Texas Board of Legal Specialization and completed specialized mediator training at the Pepperdine University School of Law's Straus Institute for Dispute Resolution. He earned degrees in Accounting and Law from Baylor University, completed post-graduate coursework in taxation, and began his legal career as a Tax Attorney at a large international accounting firm before focusing his practice on estate planning, probate, and guardianship matters.
Learn more
Screen Shot 2023 11 07 at 1.30.57 PM