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Annual Exclusion Gifts and Other Gifting Strategies

Aired: Thursday, March 1, 2018

2.5 CTFA, 2.5 CISP

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 recording discusses those truly tax-free transfers, primarily the annual exclusion and the exclusion for direct payment of tuition or medical expenses.

Discussion Highlights:

  • Current 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

The 2018 Trust and Estate Planning Briefing Series addresses key topics in estate planning and trust administration and allows participants to earn important continuing education credits. Register for multiple Briefings and save. Recordings are available.

This series is an excellent business development opportunity; invite outside counsel to attend these informative programs at your location.


  • 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. 

Recordings are not eligible for CFP credits.

CPE logo
Recordings are not eligible for CPE credits.

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:
​Questions? Please contact Linda Shepard / Cari Hearn for more information.

 Pricing & Purchasing


Streaming Online Recording
Now Available

ABA Member • $265
Non-Member • $395



  • 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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