706/709 Preparation and Planning Guide (2009-2010)Topics and Contents |
| Filing Requirements |
| Special-Use Valuation |
| Reporting Of Stocks And Bonds |
| Jointly-Owned Property |
| Transfers Taking Effect At Death |
| Retirement Plan Benefits And Iras |
| Deductions For Funeral Expenses And Expenses In Administering Property Subject To Claims |
| Marital Deduction |
| Charitable Gifts And Bequests |
| Qtip Elections |
| Credits: Unified, Foreign, State Death Taxes And Prior Transfers |
| Generation-Skipping Transfer Taxes |
| Paying Estate Taxes In Installments |
| Determining Whether Transfers Are Subject To Gift Tax |
| Completing The Gift Tax Return |