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

December 15th, 12:00 pm - 12:30 pm ET
Cohen Seglias Pallas Greenhall & Furman PC
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December 15th, 2020
12:00 PM - 12:30 PM ET

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. Join Whitney O’Reilly in this interactive webinar as she 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 will highlight 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 will also discuss the different types of trusts and what individuals should consider when establishing plans for using this tool.

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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