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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 program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Conducted on Thursday, June 29, 2023

Recorded event now available

or call 1-800-926-7926

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.

Description

The current tax law and continuance IRS regulations require estate and trust counsel to continually evaluate planning mechanisms for estates and trusts. A key focal point for an effective estate plan involves a critical analysis of gifting strategies and other related transactions under current tax law.

Estate planning counsel must recognize available gifting techniques and determine if they are appropriate to avoid unintended tax liability while also maintaining the client's intent. Understanding the advantages and potential ramifications of making gifts and transfers during life and other methods will ensure adequate planning for an estate.

Listen as our panel discusses effective balancing of income and transfer tax benefits, key gifting considerations, asset selection, and other critical items for estate planners.

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Outline

  1. Key gifting considerations under current tax law and potential changes
  2. Determining the appropriate gifting strategy
  3. Gifting to minimize income taxes
  4. Gifting to minimize transfer taxes
  5. 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

Capdevielle, Cliff
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

Dunn, James
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

McCall, Jennifer
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

Access Anytime, Anywhere

Strafford will process CLE credit for one person on each recording. CPE credit is not available on recordings. All formats include course handouts.

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