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Form 706: Estate Tax Return Fundamentals

 

Get up-to-date on when and how to file a Form 706 and learn how to reduce future transfer taxes for your clients.

Although the 2017 Tax Act significantly increased the estate and gift tax lifetime exemption amounts, there are still many estates in which a federal estate tax return is either required or suggested. This topic will assist you in determining when a federal estate tax return will be required and provide suggestions as to when such a return should be filed even if not required. The material will also include a discussion of state estate tax considerations which may impact the filing of the federal estate tax return. This topic will give a brief overview of the federal estate tax law and provide suggestions on preparing and filing the estate tax return.

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Form 706: Estate Tax Return Fundamentals

Agenda

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Form 706: Estate Tax Return Fundamentals

Faculty

Marc S. Bekerman

Marc S. Bekerman

Marc S. Bekerman

  • Solo practitioner who devotes substantially all of his practice to trusts and estates
  • Adjunct professor at New York Law School where he was formerly the Associate Director of the Graduate Tax Program
  • Served in a number of leadership positions for the Real Property, Trust and Estate Law Section of the American Bar Association including program co-chair for the Skills Training for Estate Planners program and as chair of the programís advisory committee
  • Frequent speaker and has written numerous publications
  • LL.M. degree, New York University School of Law; J.D. degree, Fordham University School of Law; B.A. degree, Binghamton University
  • Can be contacted at 516-932-0151 or [email protected]
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Form 706: Estate Tax Return Fundamentals

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