With the sunset of the currently high exemption amounts on the horizon, tax planning and mitigation strategies are becoming increasingly important for estate planners. The Transfer Tax Intensive precursor is a full day of learning with sessions designed to provide a comprehensive overview of the transfer tax concepts and mitigation techniques that are most relevant to estate planners. The Tax Intensive will cover foundational concepts, marital planning strategies, gifting and trust-based strategies to decrease the value of an estate, and practical guidance for Form 706 (Estate Tax Return) and Form 709 (Gift Tax Return). This comprehensive course is suitable for practitioners of all experience levels.

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