Gift Tax Blunders: Common Mistakes on Form 709

Описание: Form 709 may be short, but the mistakes can be huge. This episode breaks down the most common gift-tax and GST errors—DSUE slip-ups, direct-skip mislabels, bad gift-splitting, and more—plus how to fix them before they snowball. #estateplanning #Form709 #gifttax #wealthmanagement #actec

The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.