Lifetime Gifting Strategies: A New Look at Old Favorites

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.