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Tricks and Traps of Planning and Reporting Generation-Skipping

A QTIP for QTIP Trusts - Making Sure The Election is Correct
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*Beware the GST tax when transferring assets to grandchildren *
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The GST Tax Annual Exclusion and Crummey Trusts: A Trap

Maggie (Mouradian) Wilson | Weinstock Manion
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Martin M. Shenkman, Jonathan G. Blattmachr & Joy Matak: Analysis

*How to Accurately Prepare the 709 Gift Tax Return – Update for *
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Diagnosing the GST Tax Status of a Trust

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Section Review-2023-May/June 2023
Jonathan On Money | Podcast on Spotify
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Beware the GST Tax When Transferring Assets to Grandchildren

Five Common GST Allocation Mistakes and How to Avoid Them - Issuu
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Don’t skip out on planning for the GST tax - Miller Kaplan

Six Traps to Avoid When Preparing Gift Tax Returns | Wealth Management
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