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Audrey Young to Speak on Effective Preparation of Forms 709 and 706

McLane Middleton attorney Audrey G. Young will be presenting at the Chicago Estate Planning Council’s upcoming workshop on “The Best Defense is a Good Offense: Effective Preparation of Forms 709 and 706” on June 15, 2021.

The presentation will provide guidance on reporting the latest estate planning techniques including defined value clauses, SLATs, gift splitting, and transfers of insurance policies. The 706 portion of the presentation will address topics such as how to optimize portability, solve sticky valuation issues involving family business and legacy assets, and report intra-family notes. The presenters will include updates gleaned from Office of Appeals negotiations, including the IRS’s aggressive application of Section 2703.

Audrey is Of Counsel in McLane Middleton’s Trusts & Estates Department. She concentrates her practice on estate planning, representing business owners, family offices and corporate fiduciaries. She counsels business owners on tax, retirement and succession planning as well as trust and estate administration.. Audrey frequently represents clients in tax controversy matters and is a member of the United States Tax Court.

Audrey can be reached in the firm’s Woburn office at (781) 904-2721 or [email protected].

Joining Audrey on the presentation is Paige Goepfert from Andersen Tax.

For additional information about this presentation, click here.

Integrity and trust

At McLane Middleton we establish and maintain long-standing relationships with our clients to help us better achieve their unique goals over time. This approach to building trust requires that our esteemed lawyers and professionals use their broad, in-depth knowledge and work together with integrity to ascertain sound resolutions to legal matters for their clients.

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McLane Middleton is made up of more than 105 attorneys who represent a broad range of clients throughout the region, delivering customized solutions. As a firm we are recognized as having the highest legal ability rating. The firm is rated Preeminent by Martindale Hubbell and is recognized as one of the nation's leading law firms in Chambers USA. Our attorneys are distinguished leaders in their respective practice areas.

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Commitment and collaboration

McLane Middleton's versatile group of attorneys and paralegals become trusted authorities on each case through collaboration. We work with our clients to learn their individual needs first and foremost and, together, we develop comprehensive solutions to their specific legal matters. This approach helps us exceed our clients' expectations efficiently and effectively, client by client, case by case.

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A history of excellence

McLane Middleton was established in 1919 in New Hampshire, and has five offices across two states. However, deep historical roots don't allow you to become innate. Our firm is organized, technological, and knowledgeable. Our history means we are recognized. But our reputation is built on the highest quality of service and experience in very specific areas of law.

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Our team continuously seeks opportunities to enhance their professional development and put key learnings to action. The pursuit of further insight guides us to volunteer service opportunities, speaking engagements, and teaching roles. Our lawyers are sought after thought leaders across their industries, and recipients of leadership awards throughout the region.