Salt Lake City, Utah – Whether you are dealing with a large estate or a small one, there are always nine steps that must be taken in either probate administration or trust administration. The reality is, that most attorneys are not familiar with all nine steps. Today, let’s talk about one of the most critical—and often overlooked—steps: Taxes.

Step 6: Taxes

When handling an estate, taxes are a significant issue that cannot be ignored. Final tax returns must be completed for both the last year of the decedent’s life and for the estate at the end of administration. Only after the IRS and the Utah State Tax Commission approve these tax returns can the estate officially close.

But here’s what often gets forgotten:

  • IRS Form 56 – Notice of Fiduciary Relationship
  • IRS Form 4810 – Request for Prompt Assessment
  • IRS Form 5495 – Request for Discharge of Personal Liability

These filings are critical and must be handled correctly to avoid legal and financial consequences. Once a person is appointed as a trustee or personal representative, they are not just administering the estate—they are also responsible for its tax obligations. This means that mistakes in tax filings could lead to personal liability, unexpected tax bills, or even audits.

Many personal representatives and trustees don’t realize the weight of this responsibility until it’s too late. Being prudent is key. Tax problems are legal problems, and without proper guidance, they can quickly escalate into a financial nightmare.

At Strong & Hanni, we handle both tax and legal issues. If you or someone you know is struggling with estate tax filings, or needs help navigating an IRS issue, don’t wait. Contact Kent Brown today for expert guidance:

📞 (801) 532-7080
📧 kbrown@strongandhanni.com
🌐 Kent Brown’s Profile
🌐 Strong & Hanni Webpage

Mistakes in estate administration can be costly. Let’s make sure you get it right the first time.