White Paper

6 Pages
  • 6 Pages

An Overview of IRS Form 706


Stick to these rules and there's no reason that IRS Form 706 has to be daunting.

Like most government forms, the IRS Form 706 only applies to estates that meet very specific criteria. For those that work in estate planning -- especially with large estates -- IRS Form 706 is a form that you are likely to come across often. To use it correctly, you must know when it is applicable and how to fill it out correctly to avoid unnecessary delays, which is covered in this white paper.Estates that Qualify for the IRS Form 706 IRS Form 706-Part by Part Exceptions and Exemptions

Learning Objectives

  • Review types of estates that qualify for the IRS Form 706.
  • Learn IRS Form 706 exceptions and exemptions.



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