Basic estate tax planning techniques include compliant, effective use of the federal gift tax annual exclusion, currently $15,000 per donee for most gifts.
In light of Congress's expected changes to federal estate, gift, and generation-skipping transfer tax laws this year, Ward and Smith's Raleigh trusts and estates attorney John Cella will review federal gift tax basics under current law on May 26, from noon to 1:00 p.m.
During this webinar, John will cover gift tax issues, such as direct vs. indirect gifts (including common traps), carryover income tax basis, gifts in trust, how the GST tax annual exclusion differs from the estate tax annual exclusion, annual exclusion reporting scenarios (including gift-splitting), and the "ed-med" unlimited annual exclusion. John will also explore briefly proposals in Congress that if enacted would affect lifetime gift planning.
This virtual session is designed for estate planning advisors, including CPAs, investment advisors, financial planners, private bankers, and trust companies.
This webinar is complimentary, but registration is required. Sign up today!