Webinar
06.29
June 29, 2023: 1:00PM - 2:30PM EDT
Strafford Webinar: Advanced Gifting Strategies for Estate Planners
Pillsbury partner Jenny McCall and senior associate James Dunn will present “Advanced Gifting Strategies for Estate Planners: Balancing Income and Transfer Tax Benefits for Individuals, Couples” during this upcoming Strafford webinar.
Event Contact
Meredith Kintner
Meredith Kintner
Jenny McCall and James Dunn are partnering with Cliff Capdevielle (MOBO Law) for this CLE/CPE course, which will provide estate planners guidance on key gifting strategies for individuals and couples under current tax law. The panel will discuss mechanisms for balancing income and transfer tax benefits, key gifting considerations, asset selection, and other critical items for estate planners.
The panel will discuss these and other key issues:
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What are the critical gifting considerations under current tax law?
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What are the items to consider when determining the appropriate gifting strategy?
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What options are available to minimize income taxes?
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How do you ensure optimum tax basis planning?
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What options are available to minimize transfer taxes?
For more information and to register, please visit the event page.
Pillsbury Panelists
Jennifer Jordan McCall
Partner
James Dunn
Senior Associate
Additional Panelist
Cliff Capdevielle - MOBO Law
Sponsor
Strafford