Don’t Undermine your 709 Peak Trust Company|September 24, 2020 Beth Shapiro Kaufman talks about why you should not undermine your 709. Beth addresses who needs to file, annual exclusion gifts, special rules for 529 plan contributions and for gift splitting, making QTIP election, and much more. https://www.youtube.com/watch?v=jSmjNvLX944 Download the Presentation
