Will Form 3520 Spouse 2023-2024

You know hello everybody, good afternoon. Thank you for joining us, as Ali said today. We aren't going to talk about the estate and gift tax traps or international couples. I'd like to remind you of a few housekeeping things, including the continuing education credits that are available for today's presentation. We have sought the approval of the CFP Board, and the webinar has been approved for one hour of general estate planning credit from that body. To receive your credit, please complete your certificate of attendance, provide your CFP number at the bottom, and return it to Allison via email. Her email does appear on the last slide today, so you can send that to her. We do have a specific format that we'd like you to label the file as you send it, so that we can keep accurate track of those receipts. We do automatically report the credit for you, so it will show up in your CFP account. No need for payments and no need for reporting. For continuing legal education, we have sought and obtained approval in Pennsylvania, Missouri, Kansas, and Florida, as well as California. We are also approved as a distance learner in the state of New York via the reciprocal jurisdiction rules. For credit in those states, please leave a copy of your certificate of attendance with your host. Please take a copy of the certificate of attendance with you and provide the report via your local bar association rules. National Advisers Trust is not an accredited provider, so we will not be automatically reporting these credits. You will need to use the certificate of attendance and self-report. If you have any questions, please do contact your local bar association for assistance. I also want to let you know that sound quality...