Trusts & Estates BROUGHT TO YOU BY brought to you by Wealth Planning>Estate Planning Gift Tax Returns: Four Filing Tips Martin M. Shenkman and Joy Matak give advice for explaining to clients the importance of and complexities in filing gift tax returns.

Martin M. Shenkman, Joy Matak | Aug 21, 2023

Resources Trusts & Estates Latest Issue Read the Latest Issue Subscribe to Trusts & Estates Premium Content Subscribe Now Trusts and Estates Digital Edition Archive Read Now About Trusts & Estates Learn More

Many clients view gift tax returns as merely a simple formality despite the complex nuances inherent in gift tax return preparation. A gift tax return can provide a valuable opportunity to shore up estate planning by ensuring that all required steps to memorialize and secure the plan were actually taken.

All access premium subscription

Please Log in if you are currently a Trusts & Estates subscriber.

If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.

Questions about your account or how to access content?

Contact: [email protected]

Subscribe Member Log In

0 comments Hide comments Comment * Switch to plain text editor

More information about text formats

Text format CommentsPlain text Comments

• Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

• No HTML tags allowed.
• Web page addresses and e-mail addresses turn into links automatically.
• Lines and paragraphs break automatically.

PublishLog in or register to comment Save Leave this field blank Related Sponsored .article-154783.article-programmed .big-article__top .big-article__image, .ccc-usermarketing-promo { border-top-color: #216CA5 !important; } .ccc-usermarketing-promo-unit .small-button { background-color: #216CA5 !important; } .main-area { border: 0 !important; } .article-154783.article-programmed .big-article__top { border-color: #216CA5 } .article-154783 .indicator-brand a { color: #174c74 }