Preparing Estate Tax Returns, Fiduciary Income Tax Returns, and Gift Tax Returns

This program will provide an overview of the federal estate tax return (Form 706) and the federal gift tax return (Form 709), which are used to report and pay tax on bequests and lifetime gifts and are an integral part of estate planning and administration. This presentation will cover the general purposes and structure of the forms, as well as provide tips for preparing them. (4/5/2023)

Questions? Inquiries about program materials? Contact Alan I. Johnson at ajohnson@bostonbar.org