“Case Study Federal 706 & Mass. 706”
by Todd Lutsky, Esq., LLM
500+ Pages
- Filing, Release of Liens, etc.
- General Information & Elections
- Real Estate – Schedule A
- Stocks & Bonds – Schedule B
- Mortgages, Notes & Cash – Schedule C
- Life Insurance – Schedule D
- Joint Property – Schedule E
- Other Miscellaneous Property – Schedule F
- Lifetime Transfers – Schedule G
- Powers of Appointment – Schedule H
- Pensions & Annuities – Schedule I
- Deductions: Admin. Expenses, Debts & Losses – Schedules J, K, L
- Bequests to Surviving Spouse – Schedule M
- Charitable Deductions – Schedule O
- Generation Skipping Transfers – Schedule R
- Credits for Taxes on Prior Transfers, etc. – Schedules P & Q
- Hypothetical Problem & Federal & State Computations in Detail.
- Questions & Answers
$150.00
Price includes (Shipping/Handling)
(For further information, call 978-468-6528.)
