To Give or Not to Give: Considerations for Year-End Gifting

Cohen Seglias Pallas Greenhall & Furman PC
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Presented by Cohen Seglias attorney Whitney Patience O'Reilly on December 15, 2020.

As we approach the end of the year, individuals face decisions about whether or not to gift money and the potential ramifications for any gifts they make now or in the future. In this webinar, Whitney O'Reilly outlines lifetime and death tax ramifications for gifts, the importance of a good estate plan, and the impact of recent events on estate planning. In particular, she highlights important gifting techniques that, See more +

Presented by Cohen Seglias attorney Whitney Patience O'Reilly on December 15, 2020.

As we approach the end of the year, individuals face decisions about whether or not to gift money and the potential ramifications for any gifts they make now or in the future. In this webinar, Whitney O'Reilly outlines lifetime and death tax ramifications for gifts, the importance of a good estate plan, and the impact of recent events on estate planning. In particular, she highlights important gifting techniques that, used in conjunction with a sensible estate plan, can save an individual and their heirs significant sums down the road. Whitney also discusses the different types of trusts and what individuals should consider when establishing plans for using this tool. See less -

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