White Paper

Tax Issues in Estate Planning and Probate

 
A personal representative, where there is no surviving spouse or other fiduciary empowered to do so, prepares and files the decedent's final federal and state income tax returns. These returns are due by the usual individual filing date (normally April 15) of the year immediately following the decedent's death unless an extension is obtained. The decedent's final income tax returns may be filed as a joint return with the decedent's surviving spouse. The decedent's income included in this return is the income earned for the portion of the year up to and including the day of death. The income included for a surviving spouse is that person's income for the entire year.

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Faculty

Daniel E. Buchanan

Buchanan Law Office

Agenda

Faculty

Daniel E. Buchanan

Buchanan Law Office

  • Attorney in private practice focusing on elder law
  • Practice area includes providing both simple and complex estate planning services/strategies; and advising on estate, gift and income tax avoidance and compliance; developing plans for long-term care, surrogate decision making and Medicaid; and handling the establishment and administration of guardianships/conservatorships, decedent’s estates and trusts
  • J.D. degree, University of North Dakota; B.A. degree, Jamestown College

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