Event Calendar

Live Teleseminar: Advanced Gift Tax Planning Strategies

Date: April 1, 2010
Time: 1:00p.m. - 2:00p.m.

For more information and to register for this teleseminar, please click here

About the Seminar
This program will provide extensive discussion of several sophisticated gift tax planning techniques used to obtain tax efficiency in a client's estate.  The program will cover the mechanics and mathematics of freezing value, removing value or discounting value for gift tax purposes.  Among other areas, the program will cover emerging flash-points with the IRS in discounting value and how to diminish the likelihood of an audit.  The program will also discuss structuring GRATs and defective trust sales in relation to the GST. Current challenges and planning issues in the event the gift tax is not reenacted by Congress will also be discussed.

·          Freezing value, removing value, and discounting value for gift tax purposes
·          GRATs and defective trust sales and GST
·          Planning to make maximum use of the $1,000,000 gift tax exemption
·          Planning to minimize the gift tax, including gift splitting
·          Planning in the event the estate tax and GST tax are not reenacted

About the Speakers
Daniel L. Daniels is a partner in the Stamford office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families. A Fellow of the American College of Trust and Estate Counsel, he is listed in “The Best Lawyers in America ” and has been named by “Worth” magazine as one of the Top 100 Lawyers in the United States representing affluent individuals. Mr. Daniels is co-author of a monthly column in “Trusts and Estates” magazine. Mr. Daniels received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, from Harvard Law School .

David T. Leibell is a partner in the Stamford , Connecticut office of Wiggin and Dana, LLP, where he has an extensive estate, trust and charitable giving practice. He previously worked in the financial services industry, specializing in the financial aspects of estate planning. Mr. Leibell is a frequent lecturer on fiduciary topics throughout the United States , and has authored many articles on charitable, estate and tax planning topics. He is the co-author of a monthly column in “Trusts & Estates” magazine. He also authors a column for “Registered Representative Magazine”. Mr. Leibell received his B.A. from Trinity College and his J.D. from Fordham Law School .

Mandatory MCLE Credit Hours
1.0 MCLE credit hour.
1.0 Estate Planning & Probate specialty credit hour (tentative).

Event Type: Teleseminars