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2016 Software Update


The Lackner Group Releases Software Update

Pittsburgh, PA, February 22, 2016 –The Lackner Group, developers of software tools and solution providers for estate and trust administration, now announce the availability of a software update and notes related to their proprietary 6-in-1 software.

Specifically, the e-file for US 1041, along with the fiduciary returns for the following states have been approved: NJ, NY, OH and PA. Paper filing has been approved for the 8971, 709, 1041 and the fiduciary returns for the following states: CT, DE, IL, MA, NC, NJ, NY, OH, PA, VA and WI.

Form 8971 is new and will be required for all estates where 706 Line 1 plus Line 4 exceeds the basic exclusion amount for returns filed on or after August 1, 2015.  This form is normally due within 30-days post filing of Form 706. It is also required that a Schedule A is provided to each beneficiary within the same time period for property acquired from the estate. This reporting requirement does not apply to cash or IRD (cash or non-cash.) “Our 6-in-1 software will automatically generate this form based on existing data with one additional step; allocating residuary property that is being distributed to beneficiaries,” said Vincent J. Lackner, Jr., President of The Lackner Group.

About The Lackner Group
The Lackner Group is nationally known and recognized for the development of software that provides dedicated, one-write solutions for automated estate and trust administration. For over 30 years the company has built a strong legacy, providing estate and trust software to hundreds of law firms, banks, and accounting firms throughout the United States. This includes a dedicated technical support and
service team that provides quick response solutions for the company’s suite of product offerings related to estate and trust administration.

Founded by Attorney Vincent F. Lackner, Jr., The Lackner Group developed the 6-in-1 Estate Administration System in response to a wish list drawn up by the Computer Probate Systems Committee of the American Bar Association. Since its 1983 development, Vince and his team continue to expand the product beyond its initial vision.

For further information on the 6-in-1, PA InheriTax, and DecoupleCruncher software, visit

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