Advanced Gifting Strategies for Estate Planners: Balancing Income and Transfer Tax Benefits for Individuals, Couples
Recording of a 90-minute CLE/CPE video webinar with Q&A
This CLE webinar 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.
Outline
- Key gifting considerations under current tax law and potential changes
- Determining the appropriate gifting strategy
- Gifting to minimize income taxes
- Gifting to minimize transfer taxes
- Best practices and other planning options
Benefits
The panel will discuss these and other key issues:
- What are the critical gifting considerations under current tax law?
- What are the items to consider when determining the appropriate gifting strategy?
- What options are available to minimize income taxes?
- How do you ensure optimum tax basis planning?
- What options are available to minimize transfer taxes?
Faculty
Cliff A. Capdevielle
Shareholder
Saltzman Mugan Dushoff
Mr. Capdevielle Capdevielle is a highly experienced probate, trust, and tax attorney with more than 30 years of... | Read More
Mr. Capdevielle Capdevielle is a highly experienced probate, trust, and tax attorney with more than 30 years of success representing trustees, beneficiaries, fiduciaries, and high-net-worth individuals in complex tax, estate, and trust, matters. Licensed in Nevada, California, and Texas, Cliff brings a unique cross-jurisdictional perspective to high-stakes disputes and sensitive family matters involving wealth transfer, inheritance, and fiduciary obligations. Before joining Saltzman Mugan Dushoff LLP, he served as Managing Attorney at Moskowitz LLP, a nationally recognized tax law firm, where he oversaw high dollar tax controversy matters. Earlier in his career, Mr. Capdevielle worked in the Tax Department at Deloitte, gaining deep experience at the intersection of tax law, finance, and business planning—expertise that now powers his sophisticated approach to estate, trust, and tax matters.
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James Dunn
Attorney
Pillsbury Winthrop Shaw Pittman
Mr. Dunn focuses his practice on estate and wealth transfer planning. He regularly counsels individuals and families,... | Read More
Mr. Dunn focuses his practice on estate and wealth transfer planning. He regularly counsels individuals and families, estates and trusts, and closely held businesses.
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Jennifer J. McCall
Partner
Pillsbury Winthrop Shaw Pittman
Ms. McCall chairs the Estates, Trusts & Tax Planning practice and is a leading authority on U.S. and international... | Read More
Ms. McCall chairs the Estates, Trusts & Tax Planning practice and is a leading authority on U.S. and international gift and estate planning. She crafts tax-savings business succession and estate transfer plans that preserve wealth and enhance family relationships. Her clients include internationally renowned museums and corporations, charities, foundations, high net worth families and individuals, fiduciaries and nonprofits. Ms. McCall's experience includes complex trust and estate administration and litigation; gift and generation-skipping transfer taxes; spousal rights of election and rights of adopted children; endowments; and tax aspects related to disposition of corporate holdings and financial transactions
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