Utilizing the Power of Annual Gift Tax Exclusions

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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

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

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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.

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