How to Handle Lifetime Asset Transfers
A comprehensive review of tax considerations, drafting issues, and general concerns when advising clients who plan to give away property during their lifetime
- Product Number: 2210138WBC
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CLE Credits, earn up to:
1 substantive credits, 0 ethics credits CLE Credit Note -
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Product Description
Product Description
Winston Churchill said, "We make a living by what we get, but we make a life by what we give." There are many reasons why people choose to make gifts during their lifetimes, whether for sentimentality, philanthropy, asset protection, or tax reasons. Whatever the donor's motivation, and especially when the federal transfer tax regime may be subject to significant change, practitioners should assist their clients with structuring their gifts to avoid administrative pitfalls, minimize federal and state tax consequences, and most importantly, align with clients' estate planning goals. This new program analyzes the tax and nontax aspects of lifetime giving, including gifts made outright, gifts to minors, and gifts to irrevocable trusts, as well as the advantages and disadvantages of making inter vivos gifts versus transfers at death. -
Agenda
Agenda & Materials
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9:30 - 9:54 am
Lifetime Asset Transfers: Federal Gift Tax, Deductions and Exclusions
on demand video Add to Cart- Intro
- Gift Tax
- Exclusion
- Deductions
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9:54 - 9:56 am
Lifetime Asset Transfers: Form 709
on demand video Add to Cart -
9:56 - 10:02 am
International Gifts, Federal GST Tax, Valuation of Gifts & Loans
on demand video Add to Cart -
10:02 - 10:06 am
Lifetime Gifts v. Transfers at Death
on demand video Add to CartAimee Fukuchi Bryant, Esq., Fiduciary Trust Company , Boston
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10:06 - 10:17 am
Gifts to Children and 529 Plans
on demand video Add to CartChristopher H. Suh, Esq., The Wagner Law Group, A Professional Corporation , Boston
Aimee Fukuchi Bryant, Esq., Fiduciary Trust Company , Boston
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10:17 - 10:28 am
Gifts to Irrevocable Trusts, Ask the Experts
on demand video Add to CartChristopher H. Suh, Esq., The Wagner Law Group, A Professional Corporation , Boston
Aimee Fukuchi Bryant, Esq., Fiduciary Trust Company , Boston
Please Note
MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
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