Take a look at the steps for properly preparing and filing estate and gift tax returns, including a review of valuation methods, valuation discounts, Section 2032A elections, Section 6166 elections, QTIP elections (including Illinois) and GST elections.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Beth K. Flowers, Mathis, Marifian & Richter, LTD., Edwardsville
Patrick B. Mathis, Mathis, Marifian & Richter, LTD., Belleville
Originally presented as part of the 64th Annual Estate Planning Short Course 2021