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How to Plan Bequests or Gifts to Grandchildren: The 60-Minute Lawyer

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

  • Product Number: 2210139RB2
  • 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 - 12:05 pm

      Introduction

      eLecture Add to Cart
      Jennifer M. Lo, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
      Cristina Coletta Blau, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
    • 12:05 - 12:25 pm

      Overview of the Estate Gift, GIF Tax Provisions

      eLecture Add to Cart
      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 - 12:40 pm

      Easy & Low Cost Strategies for All Gifting Grandparents to Use

      eLecture Add to Cart
      Cristina Coletta Blau, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
      Jennifer M. Lo, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
    • 12:40 - 12:53 pm

      Gifts to Grandchildren: 529 Tax Savings Account Tips and Overview on Trusts

      eLecture Add to Cart
      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
    • 12:53 - 12:59 pm

      Final Thoughts with Q&A

      eLecture Add to Cart
      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

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    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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