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Wills and The Decedent's Final Tax Return

Exam Questions: 10
Course Level: Basic
Pages: 52 | Content: 46, Supplemental: 6
NASBA Area of Study: Business Law
Not Acceptable for: Enrolled Agents
Version: 6045H

This course covers the rights of a person to transfer their wealth both in life and after death. It also discusses the requirements for filing the final tax return for a decedent and the tax benefits for the survivors. PLEASE NOTE: Not acceptable for Enrolled Agents. All course material provided. No prerequisites. Course level: Basic.

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Course Information

Table of Contents
  • Wills
  • Decedent's Final Tax Return and Estate Taxes
Objectives
  • To recall the main restriction on the right to inherit
  • To identify the burden of proof required to raise the presumption of undue influence
  • To recall elements to consider when filing a decedent's final federal tax return

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