Gain an understanding of the effective estate planning concepts and techniques for lifetime gifts.
Effective estate planning involves more than just the preparation of will and trust that are designed to take advantage of the unified credit and marital deduction at a client's death. Instead, estate planning often relies heavily on lifetimes gifts made well before a client's death. Proper use of gifts can save taxes, make funds available immediately to satisfy the needs of family members and ensure that the client's dispositive wishes are followed. This topic will help you add to your estate planning practice by discussing many types of lifetime gifts and the different roles that they can plan in estate planning. It will explore basic concepts, review the credits, exclusions and deductions available under gift tax laws and discuss how to use them effectively. This material will also provide an overview of several important gift techniques, including the importance of complete gifts versus incomplete gifts, powers of appointment, and reverse estate planning. It will discuss 529 Plans, Crummey trusts, qualifies personal residence trusts, grantor trusts and family limited partnerships, and will highlight important traps for the unwary.
Agenda
Faculty
Jennifer V. Abelaj
Jennifer V. Abelaj Law Firm
- Principal at Jennifer V. Abelaj Law Firm
- Skilled private client attorney with extensive experience in a variety of tax, estate, and philanthropic planning matters for domestic and international high-net-worth individuals and not-for-profit organizations
- Can be contacted at [email protected], 646-885-1330, abelajlaw.com, or on LinkedIn at www.linkedin.com/in/jenniferabelaj/
Anta Cissé-Green
NYU Langone Health
- Associate general counsel of development at NYU Langone Medical Center
- Seasoned tax professional who advises clients on the tax efficient use of complex vehicles to transfer wealth to family members using various estate, gift generation skipping and charitable vehicles
- Member of the New York State Bar Association, the New York City Bar Association and the current trusts and estates editor for the eReport, the online publication of the American Bar Association, Real Property Trusts and Estates Section
- Certified as a trusts and estates practitioner with the Society of Trusts and Estates Practitioners
- Superlawyers New York Metro Rising Star 2013-2014, Estate Planning & Probate, named to the National Black Lawyers Top 100 Attorneys and a member of the Executive Committee for The National Advocates
- L.L.M. degree, taxation, New York University School of Law; J.D. degree, magna cum laude, Brooklyn Law School
- Can be contacted at 646-754-7385, [email protected] or on Twitter @ACisseGreen
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