Practice Fundamentals Series: Intro to Gift Tax Return Preparation

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Program Date: Wednesday, February 3, 2016

Panelists: Ruth Matson, Esq. of Bove & Langa, P.C. and Karen L. McKenna, Esq. of Tarlow, Breed, Hart & Rodgers, P.C.

Program Chairs: Anne L. Warren of Brown Brothers Harriman & Co.,   Tamara Lauterbach Sturges of Egleson & Sturges, LLC, and Heidi Seely of Rackemann, Sawyer & Brewster, P.C.

Materials: Click on each of the following links for the panelists’ materials:

Presentation Outline

TAB A-SAMPLE 709

TAB B-709 Instructions

TAB C-Sample GST Allocation

TAB D-QPRT Adequate Disclosure Example

TAB E-Late GST Allocation Example

Program Topic: The speakers provided an overview of the federal gift tax return (Form 709).  This form is used to report and pay tax on lifetime gifts and is an integral part of the estate planning process.  The presentation covered the general purposes and structure of the form, as well as provided tips for preparing it.