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The Lackner Group Releases Software Update

February 3, 2017 –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.

Vince Lackner Panelist at Delaware Trust Conference

Vince Lackner will be part of a panel at the Delaware Trust Conference on October 26th, 2016.

He’ll be joining a discussion on the new basis consistency rules and required reporting by executors under Sections 1014(f) and 6035, including mechanics and pitfalls when preparing Form 8971.

Find out more here.

Lackner software updated with new PA Probate Forms

On August 9, 2016, the Pennsylvania Supreme Court published new Register of Wills forms and Orphans’ Court forms.  These forms are required for all filings submitted on or after September 1, 2016.

Both of our products, 6-in-1 and PA InheriTax, have been updated with these mandatory changes.  If you’re a current customer, go to our Downloads page for the latest update.

Vince Lackner will be co-teaching a webinar about Form 8971.

One June 1st at 10:00 PDT, Vince Lackner will be co-teaching a webinar entitled “New Basis Reporting Requirements for Estates: Meeting Form 8971, Schedule A and New Beneficiary Consistency Mandates”.  This webinar is sponsored by Stafford Continuing Education Webinars.  Vince will be co-teaching with Keith Schiller.

If you’re interested in signing up, click here.

Interactive 8971 Flowcharts are available now

Click here to access from your desktop, laptop, iPad, or other tablet device.

Three notes: 
1) run this in Chrome or Safari. They do not work on Internet Explorer.
2) click on yes/no circles to light up the logic on each “decision tree”
3) add comments on any of the flowcharts at the bottom of each page.

Vince Lackner Panelist for ABA Webinar on April 5, 2016

Vince Lackner is an invited panelist for the April 5, 2016 webinar “New Basis Consistency and Reporting Requirements – Impacts and Traps”.   Find more information on the ABA website.

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.

PBI's How to Prepare Fiduciary Accounts and Avoid Common Traps
Wednesday, September 30, 2015

Vince Lackner is an invited panelist for this event in Philadelphia

PBI's How to Prepare Fiduciary Accounts and Avoid Common Traps
Thursday, September 23, 2015

Vince Lackner is an invited panelist for this event in Mechanicsburg

PBI's How to Prepare Fiduciary Accounts and Avoid Common Traps
Thursday, September 10, 2015

Vince Lackner is an invited panelist for this event in Pittsburgh

Heckerling Luncheon Invitation
Tuesday, January 13, 2015

The Lackner Group announced its revised version of 6-in-1 on Tuesday, January 13, 2015, at the Heckerling Estate Planning Institute in Orlando, FL.