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First Wednesday Fundamentals: Preparing Estate Tax Returns

Wednesday, March 6, 2013 12:30 PM to 1:30 PM
Boston Bar Association - 16 Beacon Street, Boston, MA

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This brown bag lunch presentation will provide an overview of how to prepare the federal Form 706 and Massachusetts M-706.  The target member of the audience is the practitioner who wants a practical and fundamental review of preparing these estate tax returns.  The speakers will focus on the filing thresholds for the estate tax returns, the domicile of the decedent, ancillary probate, the estate tax return schedules, and how the preparation of the estate tax returns often are coordinated with the estate administration process.


Sponsoring Section/Committee(s):


  • Jennifer Zaiser Flanagan
    • Vacovec, Mayotte & Singer, LLP
  • Christopher D. Perry



Jennifer Jones


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