Advanced Gifting Strategies for Estate Planners: Balancing Income and Transfer Tax Benefits for Individuals, Couples
Recording of a 90-minute CLE/CPE video webinar with Q&A
This CLE webinar will provide estate planners guidance on key gifting strategies for individuals and couples under current tax law. The panel will discuss mechanisms for balancing income and transfer tax benefits, key gifting considerations, asset selection, and other critical items for estate planners.
Outline
- Key gifting considerations under current tax law and potential changes
- Determining the appropriate gifting strategy
- Gifting to minimize income taxes
- Gifting to minimize transfer taxes
- Best practices and other planning options
Benefits
The panel will discuss these and other key issues:
- What are the critical gifting considerations under current tax law?
- What are the items to consider when determining the appropriate gifting strategy?
- What options are available to minimize income taxes?
- How do you ensure optimum tax basis planning?
- What options are available to minimize transfer taxes?
Faculty
Cliff A. Capdevielle
Director, Trusts and Estates Tax Services
MOBO Law
Mr. Capdevielle helps clients navigate the complex opportunities related to tax planning, business succession planning,... | Read More
Mr. Capdevielle helps clients navigate the complex opportunities related to tax planning, business succession planning, and estate planning, and seeks to maximize tax savings and reach their goals.
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James Dunn
Attorney
Pillsbury Winthrop Shaw Pittman
Mr. Dunn focuses his practice on estate and wealth transfer planning. He regularly counsels individuals and families,... | Read More
Mr. Dunn focuses his practice on estate and wealth transfer planning. He regularly counsels individuals and families, estates and trusts, and closely held businesses.
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Jennifer J. McCall
Partner
Pillsbury Winthrop Shaw Pittman
Ms. McCall chairs the Estates, Trusts & Tax Planning practice and is a leading authority on U.S. and international... | Read More
Ms. McCall chairs the Estates, Trusts & Tax Planning practice and is a leading authority on U.S. and international gift and estate planning. She crafts tax-savings business succession and estate transfer plans that preserve wealth and enhance family relationships. Her clients include internationally renowned museums and corporations, charities, foundations, high net worth families and individuals, fiduciaries and nonprofits. Ms. McCall's experience includes complex trust and estate administration and litigation; gift and generation-skipping transfer taxes; spousal rights of election and rights of adopted children; endowments; and tax aspects related to disposition of corporate holdings and financial transactions
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