Annual Exclusion Gifts and Other Gifting Strategies

Thursday, March 1, 2018 • 1:00 - 3:00 p.m. ET


2.5 CTFA, 2.5 CISP

The 2018 Trust and Estate Planning Series will provide you and your staff with critical information on estate planning and trust administration topics. This series is an excellent business development opportunity; invite outside counsel to attend these informative programs at your location.

Only a few transfers are truly tax-free, in that the current value of the property transferred is not subject to gift tax and does not use applicable exclusion amount. This presentation discusses those truly tax-free transfers, primarily the annual exclusion and the exclusion for direct payment of tuition or medical expenses.

This Briefing will focus on:

  • Present interest requirement for the annual exclusion
  • Split gift
  • Annual exclusion for generation-skipping purposes
  • Using the annual exclusion in trusts
  • How to take maximum advantage of the exclusion for tuition and medical expenses

Speakers:

  • Thomas W. Abendroth, Partner, Schiff Hardin LLP
  • Charles "Skip" D. Fox IV, Partner, McGuireWoods LLP

 

 

 Continuing Education Credits

 
ABA Professional Certifications approved this briefing for 2.5 CTFA and 2.5 CISP continuing education credits for the live program and the recording. 

The Certified Financial Planners Board has granted 2.0 credits for this Briefing.

CPE logo
This group-live event is eligible for 2.0 CPE credits for CPAs (Taxes). Recordings are not eligible for CPE credits. No prerequisites required.

American Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
​Questions? Please contact Linda Shepard / Cari Hearn for more information.
 

 Pricing & Purchasing

 

Live Briefing or Recording
ABA Member • $265
Non-Member • $395

Live registration provides a connection for one room where unlimited listeners can be present, and streaming recording access FREE for 7 days.
 

 Who Should Attend

 
  • Trust Officers
  • Estate Planners
  • Trust Counsel
  • Trust Dept. Managers
  • Wealth Managers
  • Private Bankers
  • Trust Tax Professionals
  • Financial Planners
  • CTFAs, CPAs and CFPs
 

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