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MARCH VIRTUAL PROGRAMCurrent Issues in Estate and Gift Tax Audits and Litigation Tuesday, March 16, 16, 202 2021 12:30 12:30 12:45 12:45 p.m. Opening Remarks 12:45 12:45 1:45 p.m. Webinar Presentation

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What is current issues in estate?

Current issues in estate refer to the updates and challenges faced in the management, distribution, and taxation of an estate after someone's death, including changes in laws, disputes, and the administration process.

Who is required to file current issues in estate?

The personal representative or executor of the estate is typically required to file current issues in the estate on behalf of the deceased.

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To fill out current issues in estate, gather all relevant information regarding assets, debts, beneficiaries, and any pending litigation. Complete any required forms accurately and provide necessary documentation, then submit them to the appropriate probate court.

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The purpose of current issues in estate is to provide a clear account of the estate's status, manage the legal responsibilities of the estate, and ensure that debts and taxes are settled before assets are distributed to beneficiaries.

What information must be reported on current issues in estate?

Information that must be reported includes a list of assets, liabilities, the status of the estate administration, any tax obligations, and any claims or disputes that may affect the estate.

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