Tax Compliance in the Shadows of That Other Transfer Tax: GST Return Requirements for the Wealth Planning Professional
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While estate and gift tax planning often takes center stage, the generation-skipping transfer tax has its own complex compliance regime. This presentation will focus on the reporting and compliance requirements associated with GST transfers, including direct skips, taxable distributions, taxable terminations, exemption allocations, estate tax inclusion periods (ETIPs), and common reporting pitfalls. Attendees will gain practical guidance on identifying GST reporting obligations, understanding who files what and when, and ensuring that GST compliance requirements are properly met.
About our Speaker
David P. Benedetto has over 27 years of legal experience, focusing on trusts and estates since 2003. He advises clients on tax-sensitive estate planning and administration, and has represented clients before the IRS in gift and estate tax matters. He earned his B.S. in Accounting, magna cum laude, from Syracuse University, and his J.D. from Indiana University Robert H. McKinney School of Law, where he was a recipient of the Francis J. Feeney Award for tax law. He also holds an LL.M. in Estate Planning from the University of Miami School of Law. David is a Certified Specialist in Estate Planning, Trust & Probate Law by The State Bar of California. He is eligible to practice law in California, Florida, and Ohio, as well as before the U.S. Tax Court and the U.S. Court of Federal Claims.
