This intensive session will provide a general overview of, and new perspectives on, the most effective and widely used lifetime gifting strategies, from creative uses of annual exclusion gifting to the most complex structuring of grantor retained annuity trusts and charitable split interest trusts. Most importantly, it will examine a hypothetical of how to incorporate multiple strategies into a tailored estate plan for an ultra-high-net-worth individual. Walk away with a strong working knowledge (and great outline) of the major estate planning tools, and an appreciation for how to analyze a case and develop a complex estate plan.
JD. LL.M. (Tax),
Partner and Chairman, Tax & Estate Planning Group,
Connell Foley LLP
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