White Paper

17 Pages
  • 17 Pages

Form 706: Estate Tax Return Fundamentals


Become familiar with Form 706.

Reduce future transfer taxes for your clients by being familiar with Form 706 and its instructions, as well as with Publication 559. Always make sure that you are dealing with the appropriate form and instructions for the particular decedent as it's possible you may be involved in an older estate that is not using current forms and instructions. This white paper reviews the importance of becoming familiar with Form 706 and state law concepts when handling estate tax returns.



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 program’s 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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