Private Wealth partners Adam Damerow and Tye Klooster will present “Estate Tax Returns” for The American College of Trust and Estate Counsel (ACTEC) as part of the ACTEC Family Estate Planning Guide, a series of videos that offer insight into the fundamentals of wills and trusts. In this podcast, Adam and Tye will provide a step-by-step overview of the estate tax preparation and filing process, including what clients need to know about the estate tax return, the extension, the exemption, and the IRS timeline for closing.

Learn more and watch the “Estate Tax Returns” recording.