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An Overview of Gift Planning

Webinar: December 17 (Monday) - 11:00pm to 12:30pm

 

Gift planning is a standard skill set in an estate planner’s repertoire. There is no single set of operating instructions for how clients give, but there are firm tax rules that have to be followed all of the time. This program will provide an overview of these rules.

 

1.5 Hours MCLE Credit

Every client's objective for giving gifts is different. Whether your client is overly generous, wants to support a family member, or minimize taxes, gift planning is a standard skill set in an estate planner’s repertoire. There is no single set of operating instructions for how clients give, but there are firm tax rules that have to be followed all of the time. This program will provide an overview of these rules, and much more including:

  • Requirements of a completed gift
  • What is the gift tax & the annual gift exclusion amount? 
  • Tax efficient ways to achieve goals
  • Obligations when giving a gift above the exempt amount
  • The timing of gifts
  • Gifts to spouses
  • Gifts of non-cash property
  • Avoiding common errors

This is an intermediate level program and assumes some experience in estate planning.

Webinar ES75723-190

Dec 17 (Mon) - 11:00pm to 12:30pm

 

If you are signed in and a CLE Passport holder, your adjusted price appears below.

 

$ 99.00

Every client's objective for giving gifts is different. Whether your client is overly generous, wants to support a family member, or minimize taxes, gift planning is a standard skill set in an estate planner’s repertoire. There is no single set of operating instructions for how clients give, but there are firm tax rules that have to be followed all of the time. This program will provide an overview of these rules, and much more including:

  • Requirements of a completed gift
  • What is the gift tax & the annual gift exclusion amount? 
  • Tax efficient ways to achieve goals
  • Obligations when giving a gift above the exempt amount
  • The timing of gifts
  • Gifts to spouses
  • Gifts of non-cash property
  • Avoiding common errors

This is an intermediate level program and assumes some experience in estate planning.

BROOKE WILSON

Brooke Wilson

BROOKE WILSON Senior Counsel, Greene Radovsky Maloney Share & Hennigh LLP, San Francisco, concentrates her practice in the fields of estate planning, trust and estate administration, and federal estate and gift taxation. She advises clients on all aspects of estate planning, including guiding clients with family-owned businesses on succession planning, assisting with philanthropic goals, and preparing plans for traditional, non-traditional, and blended families. Through the use of sophisticated estate planning techniques, she helps clients minimize their tax exposure and facilitates wealth transfers between generations. She has particular expertise in estate planning for LGBTQ families, and is a frequent author and speaker on this topic and many others relating to estate planning, business succession, and trust administration. Brooke is certified by the State Bar of California Board of Legal Specialization as a Specialist in Estate Planning, Trust and Probate Law. She received her J.D., from Temple University, Beasley School of Law.

Products specifications
PRODUCT GROUP CLE
PRODUCT GROUP Digital
MCLE HOUR 0.5 - 2
PRACTICE AREA Estate Planning
By Month December 2018
Products specifications
PRODUCT GROUP CLE
PRODUCT GROUP Digital
MCLE HOUR 0.5 - 2
PRACTICE AREA Estate Planning
By Month December 2018