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Sophisticated Gift Tax Planning (teleseminar)
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This program will provide you with a practical guide to sophisticated gift tax planning strategies to achieve client goals.

10/3/2017
When: 10/03/2017
1:00 PM to 2:00 PM
Where: United States
Contact: (404) 521-0781


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One-hour CLE programs are just a phone call away
 
Convenient, affordable, timely and informative
 
An 800 number connects you to nationally recognized practice leaders who will speak on important issues and emerging trends in the law. You can also pose your own questions to the speakers. Written materials and other details are emailed in advance to pre-registrants.
 
SOPHISTICATED GIFT TAX PLANNING, 1 CLE hour
 

Though the federal estate tax has receded in importance to most clients, gifting strategies have become more important.  Gifts above the annual exclusion amount ($14,000 in 2017) are applied to the donor’s lifetime gift tax exclusion and, when that’s exhausted, are taxable to the donor.  Thus commonplace gifts to help with education expenses, purchase a first home, pay for health expenses, or start a new business potentially expose the donor to gift taxes.  This puts emphasis on sophisticated gifting strategies to maximize the annual and lifetime exemptions, often through planned giving and valuation discounting.  This program will provide you with a practical guide to sophisticated gift tax planning strategies to achieve client goals.


Use of GRATs as platforms for gifting
Sales to intuitionally defective trusts defective trusts
Gifting to achieve equity – or prevent dispute – in blended families
Gifting to fund tuition and/or other educational expenses
Gift planning to fund health insurance expenses for grandchildren or others
Gifting strategies to fund heirs’ IRAs or other retirement plans
Avoiding audit red flags in gifting


Speakers:


Jennifer A. Pratt is a partner in the Baltimore office of Venable, LLP, where she has assists client with estate planning, charitable giving, and estate and gift tax controversy matters.  She has extensive experience with estate administration, the preparation of federal estate and gift tax returns, as well as fiduciary income tax returns.  Earlier in her career, she worked with a major national bank and has particular expertise in adapting financial products to the estate planning needs of clients.  She has been named in the 2011 edition of “Maryland Super Lawyers Rising Stars Edition.” Ms. Pratt received he B.A., summa cum laude, from the University of Baltimore, her J.D., magna cum laude, from the University of Baltimore School of Law, and her LL.M. in taxation from the University of Baltimore.


Blanche Lark Christerson is a managing director at Deutsche Bank Wealth Management in New York City, where she works with clients and their advisors to help develop estate, gift, tax, and wealth transfer planning strategies.  Earlier in her career she was a vice president in the estate planning department of U.S. Trust Company.  She also practiced law with Weil, Gotshal & Manges in New York City.  Ms. Christerson is the author of the monthly newsletter “Tax Topics."  She received her B.A. from Sarah Lawrence College, her J.D. from New York Law School and her LL.M. in taxation from New York University School of Law.


 

*(Teleseminar courses qualify for self-study credit only)  

 

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