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Subject:  Form 709 Gifts to a GST Trust Date:  4/3/2012  10:24 PM
Author:  IMBonzi Number:  115818 of 127617

I'm finding the instructions to Form 709 devilishly difficult to understand. I made a gift in excess of $13,000 to a GST Trust that continues for lives in being plus 21 years.

Should I fill out Schedule A parts 3 and 4?

There will be no gift splitting.

Assuming no prior gifts, I then skip to Schedule C. Do I just fill out Part 2 on Schedule C?

Is there anything else I have to do?

Thank you!
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