Craig is the National Director of Estate, Gift and Trust Services for Deloitte Tax LLP. He has more than 28 years of professional practice designing and implementing strategies that achieve the personal and charitable objectives of many of the firm’s most wealthy clients. He has developed specific expertise in post mortem planning, fiduciary income taxation and estate administration including negotiations with the IRS and state agencies in closing complex estates.
Craig is a frequent speaker and author on various topics including new technical developments in the estate, gift and trust area, generation-skipping taxation, family limited partnerships, grantor retained annuity trusts and estate and gift tax return risk management. Craig is currently a member of the Editorial Board for Estate Planning, a Warren Gorham and Lamont publication and contributes frequently to that publication.
Education:
M.P.A., University of Texas at Austin (1988)
B.S., Accounting, Utah State University (1985) summa cum laude, valedictorian
Tax Management Portfolios™
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Estate, Gift, and Generation-Skipping Transfer Tax Returns and Audits (Portfolio 822)
This Portfolio is a guide to preparation of the Forms 706 and 709, the federal estate (and generation-skipping transfer and gift and generation-skipping transfer) tax returns.