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Utilizing the Power of Annual Gift Tax Exclusions
Trusts & Estates Section
Credit(s):
1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Participatory MCLE Credits
The seminar will explore effective strategies to use the annual gift tax exclusion to transfer wealth, including direct gifts, gifts to trusts, and best practices when drafting “Crummey” Trusts. In addition to the overview of the use of annual exclusions and the typical use of Crummey Trusts, Agnieszka K. Adams will also explore common drafting mistakes in Crummey Trusts, issues when using the annual exclusion for gifts to grandchildren, and using the annual exclusion for gifts of assets other than cash or marketable securities.
1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Participatory MCLE Credits
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We are committed to accessibility! All OnDemand programs after January 1, 2022 include closed captioning. To request closed captioning for a program older than January 1, 2022, send us a note at accessibility@calawyers.org or contact us at 916-516-1760 for assistance.
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