Speaker: Linda Retz, Esq.
Topic: The interplay Between Estate Planning Documents and Tax Returns: The Devil is in the Details
Place: Via Zoom link to be provided the evening before to members who RSVP.
Zoom room will be open at 7:45 am for socializing, and the room will be closed at 8:10 am
Many provisions of estate planning documents dictate tax results, for better or for worse. It is crucial for both document drafters, as well as persons preparing tax returns based on the documents, to understand the tax implications of the terms of estate planning documents. We will discuss income, property, estate, gift, and generation-skipping transfer tax considerations, as well as what can be done when the document is ambiguous or poorly written.