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DTSTART:20210615T140000Z
DTEND:20210615T153000Z
LOCATION:Webinar - replaces the in-person luncheon programs
UID:2100220210615T140000ZWorkshop - The Best Defense is a Good Offense: Effective Preparation of Forms 709 and 706
DTSTAMP:20260519T103326Z
DESCRIPTION:\nThis presentation will provide guidance on reporting the latest estate planning techniques including defined value clauses, SLATs, gift splitting, and transfers of insurance policies. The 706 portion of the presentation will address topics such as how to optimize portability, solve sticky valuation issues involving family business and legacy assets, and intra-family notes. The presenters will include updates gleaned from Office of Appeals negotiations, including the IRS’s aggressive application of Section 2703.\n
SUMMARY:Workshop - The Best Defense is a Good Offense: Effective Preparation of Forms 709 and 706 - Chicago Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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