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04/30/2024 - Afternoon with IRS Program Manager of Estate and Gift Tax Policy: Recent Developments in Estate & Gift Tax
Trusts & Estates Law Section
Credit(s):
1 Participatory MCLE Credits
1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Legal Specialization in Taxation Law
Lisa M. Piehl, the Program Manager of the Estate and Gift Tax Policy Division of the Internal Revenue Service (IRS), will be addressing updates related to estate and gift tax matters within the IRS. She will also detail what happens to estate tax returns (Form 706) and gift tax returns (Form 709) once it’s submitted to the IRS. Ms. Piehl very much welcomes questions throughout the presentation. Anna Soliman, Trust counsel of Fiduciary Trust International of California, will moderate the discussion.
1 Participatory MCLE Credits
1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Legal Specialization in Taxation Law
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