Estate Planning Essentials

“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

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