This presentation will include a timeline for the estate tax return preparation process, a list of information to gather from the client, tips on preparing schedules for different types of assets, valuation issues, and a typical computation for the marital deduction. A sample estate tax return will also be presented based on the day’s hypothetical, including common elements in the estate of a second-to-die spouse.
Originally presented as part of Gift & Estate Tax Workshop: Forms 709, 706 & 8971 2025.
Credits: 1.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Expires 11/01/2027
A hypothetical fact situation will be presented which includes a decedent’s estate with a living trust, retirement plan, life insurance, and sample forms 1041, 706 & 709. Examine how various decisions will result in specific tax consequences and how to prepare Forms 706 & 709 to effectively handle those consequences.
Stuart J. Kohn, Levenfeld Pearlstein LLC, Chicago
This presentation will include a timeline for the estate tax return preparation process, a list of information to gather from the client, tips on preparing schedules for different types of assets, valuation issues, and a typical computation for the marital deduction. A sample estate tax return will also be presented based on the day’s hypothetical, including common elements in the estate of a second-to-die spouse.
Stephen I. Pratt, Levenfeld Pearlstein LLC, Chicago
