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How to Plan Bequests or Gifts to Grandchildren

Low-cost and easy-to-implement strategies to complex trusts and creative approaches

  • Product Number: 2210139P01
  • CLE Credits, earn up to:
    1 substantive credits, 0 ethics credits CLE Credit Note
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  • Product Description
  • Agenda & Materials
  • Faculty
  • Product Description

    Product Description


    There has never been a more important time to focus on grandparent inter-generational legacy giving. In 60 minutes, the faculty review a full spectrum of grandparent bequest and lifetime giving options, from low-cost and easy-to-implement strategies like direct and pre-payment of medical and educational expenses, setting up a grandchild 529 plan for college expenses, and the creation of an organized annual exclusion giving program, to complex trusts which take full advantage of the Generation-Skipping Transfer Tax exemption. Hear guidance for counseling clients at all income and assets levels, and learn about some overlooked and creative strategies. The program concludes with some thoughtful ideas about non-financial legacy documents that grandparent clients can create and share with grandchildren and the whole family.

  • Agenda

    Agenda & Materials

    • 12:00 - 12:25 pm

      The Ground Rules for Grandparent Gifts and Bequests

      The Lifetime Exemption, the Annual Exemption, and the GST Exemption
      Cristina Coletta Blau, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
      Jennifer M. Lo, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
    • 12:25 - 12:30 pm

      Easy and Low-Cost Gift Strategies for Clients at All Income and Asset Levels: UTMA Accounts, and Direct Payment of Medical and Education/Enrichment Costs

      Cristina Coletta Blau, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
      Jennifer M. Lo, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
    • 12:30 - 12:35 pm

      A Creative Strategy That Encourages Good Financial Housekeeping Skills

      The Teenage Roth IRA and the Grandparent "Match"
      Cristina Coletta Blau, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
      Jennifer M. Lo, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
    • 12:35 - 12:40 pm

      529 Plans

      Practical Tips and Best Practices
      Cristina Coletta Blau, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
      Jennifer M. Lo, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
    • 12:40 - 12:50 pm

      When a Trust Is Appropriate

      2503(c) Trusts, "Crummey" Trusts, and Incorporating GST Planning in the Grandparent's Revocable Trust
      Cristina Coletta Blau, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
      Jennifer M. Lo, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
    • 12:50 - 12:55 pm

      A Non-Financial Legacy for Grandchildren

      Grandparent Legacy Letters, "Ethical Wills," and Personal Histories
      Cristina Coletta Blau, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
      Jennifer M. Lo, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills

    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.

  • Faculty

    Faculty

    Cristina Coletta Blau, Esq., Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
    Jennifer M. Lo, Esq., Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
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