American Bar Association - ABA Approved Paralegal Program

ABA Workshop: Preparing Estate Tax Returns, Part I

Tuesday, October 24, 2023
Event Time 10:00 a.m. - 11:30 a.m. PT
Cost Free for ABA Student Members
Location Online
Contact Email


This program will provide an introduction to several key concepts related to the preparation and filing of estate tax returns. Panelists will discuss how to determine if you need to file an estate tax return, whether a Form 8971 needs to be filed as well, how to value the estate for purposes of the return, how to complete Schedules A through I of Form 706, portability, and more.

Free for ABA Student Members

Membership in the ABA is free for Paralegal Studies students. See ABA Free Student Membership for information on how to join.


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