Utilizing the Power of Annual Gift Tax Exclusions

Home
»
Trusts & Estates
»
Product Details

You must select a location to proceed.

Yes

There was a problem adding this course to your account. Please try again in a few minutes. If the problem persists, you can contact our support department at (877) 880-1335.

Adding Registration, Please wait...

You must be logged in to perform this action.

Cancel

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

Course Number:

TE_08-24-23

Original Program Date:

August 24, 2023

Duration:

1 hour 3 minutes

Access:

Available for 3 months after Registration

Passport:

This product is Passport Eligible

Facebook

Twitter

E-Mail

Description
Sessions
Credits
Faculty
Materials
Reviews
Dates and Locations

Category: Trusts & Estates, Closed Captioned Courses

Category: Trusts & Estates, Closed Captioned Courses (show less)

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.

Customers Who Bought This Item Also Bought

(CLEtoGo (Podcasts))
Biased? Me? A Study of Implicit Bias: How Psychology & Biology Affect Our Opinions and Actions

(OnDemand)
Understanding Estate, Gift, and Generation- Skipping Transfer Tax Rules for U.S. and Non- U.S. Residents

(CLEtoGo (Podcasts))
Understanding Estate, Gift, and Generation- Skipping Transfer Tax Rules for U.S. and Non- U.S. Residents

(Self Study Articles)
The Rise of The Revocable Trust In California

(OnDemand)
Core Drafting Series: The Nuts and Bolts of Estate Planning

(OnDemand)
Liability and Issues Arising From Real Estate Sales Transactions

(OnDemand)
Succession Planning for Lawyers – How to Stay in Control

(OnDemand)
All About CalABLE Accounts And Their Benefits for Disabled Clients

(OnDemand)
Trust Protectors: Guardians of the (Trust) Galaxy

(CLEtoGo (Podcasts))
Afternoon with IRS Program Manager of Estate and Gift Tax Policy: Recent Developments in Estate & Gift Tax

(Self Study Articles)
Until Death Do Us Part: Part II: Areas Of Divergence Between Marital Property Division At Death And Divorce

(OnDemand)
What Does Probate Code Section 15800 Really Mean…AB 1079 and the “Empty Chair” Dilemma