Strafford Webinar: Critical Elections for Trust, Gift and Estate Returns

Christine Pronek, Partner with PKF O’Connor Davies’ Trust & Estate Planning services group will be presenting a Strafford Webinar on Wednesday, July 10 from 1:00 p.m. – 2:50 p.m. EST. The topic will be “Critical Elections for Trust, Gift and Estate Returns: Forms 1041, 709 and 706; GST, QTIP, 663(b), 645.”

This webinar will explain the numerous elections available when preparing gift, estate and trust returns. Some elections are easily made but critical (gift-splitting, choice of year, Section 663(b)). Other elections require much more thought and expertise (GST allocation, QTIP election, Section 645). Either way, missing an election can be more than a missed opportunity, it can have a significant tax impact on the donees of a gift or beneficiaries of an estate or trust. The webinar panel will review the most common elections related to Forms 1041, 706 and 709, and discuss how and when each should be made.

Receive 50% off this program by using the registration link provided and offer will be reflected automatically in your cart. Or call 1-800-926-7926 and ask for Critical Elections for Trust, Gift and Estate Returns on 7/10/2019 and mention code: ZDFCA.