The Ins and Outs of Gifts Not Subject to Gift Tax
This Cannon Teleconference will be only offered live in person at the Minnehaha Country Club. The recording will be posted in the SFEPC document library about a week after the event. CE will only be available for those attending the live event in person, unless the CE you're applying for allows credit for viewing recordings.
A buffet lunch will be served starting at 11:30 am. The 90-minute webinar begins at noon.
Registration will close at 5 pm on Thursday, April 16th.
Nontaxable gifts may be an attractive component of a comprehensive estate plan. Structured properly, nontaxable gifts facilitate moving value out of the donor’s eventual taxable estate without erosion of the donor’s estate and gift tax basic exclusion amount or GST exemption. The simplest type of nontaxable gifts is an outright gift of cash, directly to the target donee, within the amount of the gift tax annual exclusion. However, gifts in trust or gifts of certain types of assets can be problematic.
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