White Paper

Estate Tax Return Preparation: A Guide for Paralegals


For those new to the estate tax, or those new to Form 706 itself, this extensive listing of assets, income, and an estate's overall value can be somewhat confusing. The good news for today's paralegals is that the sixteen various parts of Form 706 are actually easy to break down. Each of these different forms and schedules covers a different component of an estate's total worth, the tax due to the federal government by any named beneficiaries, and any other considerations that might expose income to federal taxation after the death of a client's loved one. Understanding each of these sixteen components will make it far easier for paralegals to navigate the estate tax and to sufficiently prepare an accurate, favorable Form 706 that will benefit their client and safeguard them from either underpaying their taxes or overpaying the federal government.

Learning Objectives

- Review the different components of Form 706.

- Learn how to sufficiently prepare an accurate, favorable Form 706.

- Determine a logical process for full documentation of the estate.




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