Robert F. Morris, Esq. will lead a discussion on important end of year estate planning topics, including:
- End of year gifting including annual exclusion gifts;
- Strategies for larger gifts;
- Charitable gift...more
Robert F. Morris, Esq. will lead a discussion on important end of year estate planning topics, including:
- End of year gifting including annual exclusion gifts;
- Strategies for larger gifts;
- Charitable gift...more
In 2022, the annual exclusion for Federal Gift Taxes increased to $16,000 per person per year. Although there is near-universal acceptance of the importance of gifting, there are several issues you should consider before...more
Throughout 2021, Congress and the Executive Branch proposed tax code changes that – had they ultimately passed – would have significantly changed various estate planning techniques. Some proposals would have sidelined a...more
1/5/2022
/ Biden Administration ,
Estate Planning ,
Estate Tax ,
Estate-Tax Exemption ,
Gift Tax ,
Gift-Tax Exemption ,
Intentionally Defective Grantor Trusts ,
Irrevocable Life Insurance Trusts ,
Spousal Lifetime Access Trust (SLAT) ,
Tax Planning ,
Tax Reform