Estate Planning & Probate

EPP 2019: Income Tax Planning for Estates


With the dramatically increased estate tax exemption, less and less planning revolves around the estate tax since it now affects so few people. As such, income tax planning for estates is now the most important planning for the majority of estate planning clients and we will cover some of the most common issues and solutions.





SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership and take this course for free. Not a TBA member, join now to start saving.

New Exemption reduces estate tax concerns for most people and shifts the planning to income tax planning, how to achieve stepped up basis and section 199 planning pitfalls


This course is no longer available for purchase.

Course InformationHighlights
  • Flexible to your schedule
  • Viewable on desktop or mobile devices
  • Discount for section members
Course Credits Dual Credits: 0.00
General Credits: 1.00
Total Credits: 1

This program will be filed for Tennessee CLE credit. Please email a request to for Georgia and Mississippi CLE credit.