Trust Estate & Gift

    Trust, Estate and Gift Tax Resources 

    Covered here are topics such as trusts, estate, gift, and generation-skipping transfer tax. It contains checklists, webcasts, articles, tools and practice aids to assist members in tax practice.
    News and Developments

    Below are articles on recent developments:


    Key Resources

    Below are important issues with resources for practitioners:

    Below are AICPA checklists for trusts, estates, and gifts that will assist practitioners with compliance in this area:

    Below are various tools, including practice guides and sample client letters, to assist members with estate tax clients:

    See a comprehensive list of tools developed for the trust, estate and gift tax area.

    Webcasts and Conferences

     

     

    To see a full list of past and present webcasts on estate tax, visit the upcoming and archived webcasts page.

    Advocacy

    For advocacy information related to trust, estate, gift, and generation-skipping transfer (GST) tax developments, visit the Trust, Estate, and Gift Tax Advocacy page.

    It includes legislative and regulatory activity and AICPA comments suggesting improvements to the trust, estate, gift, and GST tax rules.

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