With significant changes to the law governing federal estate and gift tax returns come new instructions, new forms, new challenges and new questions for estate lawyers. In this course, you will follow a hypothetical scenario to examine commonly encountered estate and gift tax issues. You will also engage in a line-by-line study of Form 706 with its schedules and Form 709. You will hear from a faculty of experienced estate attorneys on the nuances of the federal estate and gift tax returns, the common pitfalls and how to avoid them. You will also gain valuable post-mortem tax planning tips for your clients.
