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Some of your clients have estate plans that provide for testamentary trusts. Other clients make gifts to irrevocable trusts during their lifetime. And some will die with probate estates.
Any tax practitioner who wishes to understand how to assist clients with filing a federal gift tax return
Advanced
Intermediate understanding of federal income tax.
None
Robert S. Keebler is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation.
$89.00 - Member
$109.00 - Nonmember
Note: Online pre-registration will close on January 28 at 12:30 PM.
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