Comprehensive planning articles present the pros and cons of a particular course of action and offer only the most tax-wise recommendations.
Estate Planning & Taxation Coordinator offers a broad range of sample forms and clauses, including GRATs, GRUTs and Qualified Personal Residence Trusts. Line-by-line explanations for completed sample returns cut preparation time and eliminate guesswork. Samples include Forms 706, 709 and 1041. Look to the Coordinator for analysis and reprints of every U.S. estate and gift tax treaty, prototype wills, trusts, estate administration forms and clauses, plus valuation tables, tax tables and AFRs.