Gift Strategy and Taxation

$135.00

SKU: 10212 Category: Tag:

Description

Illustrates how to compute the gift tax, identifies who is liable to pay gift tax, and the impact of gift taxation on powers of appointment. Explores the benefits of a lifetime gift program and disadvantages of lifetime gifts. Demonstrates shifting income with gifting, and options for adults to retain control of property transferred to a minor. Emphasizes the importance of the marital deduction in estate planning.

Additional information

Topic

Wealth Management Training

Length

40 minutes

Member Price

135

Non-Member Price

185

Location

Online Self-Paced

Course Code

ABA

Vendor

ABA

Sub Topics

Trust & Investments, Wealth Management

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