How to Plan Bequests or Gifts to Grandchildren
Low-cost and easy-to-implement strategies to complex trusts and creative approaches
- Product Number: 2210139RBC
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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
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
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12:00 - 12:05 pm
Introduction
on demand video Add to CartJennifer M. Lo, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
Cristina Coletta Blau, Esq., McLane Middleton , Woburn
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12:05 - 12:25 pm
Overview of the Estate Gift, GIF Tax Provisions
on demand video Add to CartThe Lifetime Exemption, the Annual Exemption, and the GST ExemptionCristina Coletta Blau, Esq., McLane Middleton , Woburn
Jennifer M. Lo, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
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12:25 - 12:40 pm
Easy & Low Cost Strategies for All Gifting Grandparents to Use
on demand video Add to CartCristina Coletta Blau, Esq., McLane Middleton , Woburn
Jennifer M. Lo, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
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12:40 - 12:53 pm
Gifts to Grandchildren: 529 Tax Savings Account Tips and Overview on Trusts
on demand video Add to CartThe Teenage Roth IRA and the Grandparent "Match"Cristina Coletta Blau, Esq., McLane Middleton , Woburn
Jennifer M. Lo, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
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12:53 - 12:59 pm
Final Thoughts with Q&A
on demand video Add to CartPractical Tips and Best PracticesCristina Coletta Blau, Esq., McLane Middleton , Woburn
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.
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