Webinar Recorded: June 14, 2012
Presented by Valerie Peterson, JD, ElderCounsel, Brian Albee, JD, ElderCounsel, and Philip A. DiGiorgio, JD, Pierro, Connor & Associates, LLC
Duration: 99 minutes
What makes a transfer to a MAPT or VAPT incomplete for gift and estate tax purposes? When is a gift tax return filed? How do the grantor trust rules play into the analysis? These questions and more will be addressed during this webinar.