Tax Return Preparation

File with confidence. Avoid penalties. Stay compliant.

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Why Tax Return Preparation Matters

Estate, gift, and generation-skipping transfer (GST) tax returns are highly technical and time-sensitive. Filing errors, missed deadlines, or incorrect valuations can result in penalties, audits, and loss of tax benefits. Whether you’re managing your own estate or handling responsibilities as a trustee or executor, accurate return preparation is a key part of successful estate and gift tax planning.



At Wade Law Offices, we help clients across California and Washington prepare and file all necessary estate-related tax returns. With experience in high-value estates and complex planning structures, we ensure your filings are complete, compliant, and aligned with your overall tax strategy.

How We Can Help

Strategic planning to limit real estate tax exposure:

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IRS Form 706 – Estate tax return for federal estate taxes


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IRS Form 709 – Gift tax return for lifetime and annual exclusions


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GST Tax Returns – Planning and filing for generation-skipping transfers


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Fiduciary Income Tax Returns (Form 1041) – When required for estates and trusts


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Coordinate valuations and supporting documentation with appraisers


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Ensure timely submissions and IRS compliance


Why Clients Choose Wade Law Offices


  • Expertise in estate, gift, and GST return compliance
  • Integrated legal and tax planning under one roof
  • Experience with high-value and multi-generational estates
  • Clear, accurate, and deadline-driven document preparation
  • Trusted support for executors, trustees, and estate representatives


Frequently Asked Questions

  • Who is responsible for filing estate or gift tax returns?

    The executor, trustee, or individual making the gift is usually responsible—but legal guidance ensures compliance and accuracy.

  • When is IRS Form 706 required?

    It’s required when the gross estate exceeds the federal estate tax exemption ($13.61M for 2024), or for portability elections between spouses.

  • Do all gifts need to be reported on IRS Form 709?

    Not all—only those exceeding the annual exclusion or involving future interests or trust contributions.

  • What is the deadline for estate tax filing?

    Form 706 is due 9 months after the date of death (with an optional 6-month extension). Form 709 is due with your regular tax return.

  • Can I file these forms on my own?

    You can, but they are highly technical and best handled by professionals familiar with estate law, taxation, and valuation standards.

We’re Ready to Help

Protect your property. Preserve your legacy. Avoid unnecessary tax hikes.