There has never been a more important time to focus on grandparent inter-generational legacy giving. In 60 minutes, the faculty review a full spectrum of grandparent bequest and lifetime giving options, from low-cost and easy-to-implement strategies like direct and pre-payment of medical and educational expenses, setting up a grandchild 529 plan for college expenses, and the creation of an organized annual exclusion giving program, to complex trusts which take full advantage of the Generation-Skipping Transfer Tax exemption. Hear guidance for counseling clients at all income and assets levels, and learn about some overlooked and creative strategies. The program concludes with some thoughtful ideas about non-financial legacy documents that grandparent clients can create and share with grandchildren and the whole family.
Course Content
12:00 - 12:05 pmIntroduction
Jennifer M. Lo, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
Cristina Coletta Blau, Esq.,
McLane Middleton, Woburn
12:05 - 12:25 pm
Overview of the Estate Gift, GIF Tax Provisions
The Lifetime Exemption, the Annual Exemption, and the GST Exemption
Cristina Coletta Blau, Esq.,
McLane Middleton, Woburn
Jennifer M. Lo, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
12:25 - 12:40 pm
Easy & Low Cost Strategies for All Gifting Grandparents to Use
Cristina Coletta Blau, Esq.,
McLane Middleton, Woburn
Jennifer M. Lo, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
12:40 - 12:53 pm
Gifts to Grandchildren: 529 Tax Savings Account Tips and Overview on Trusts
The Teenage Roth IRA and the Grandparent 'Match'
Cristina Coletta Blau, Esq.,
McLane Middleton, Woburn
Jennifer M. Lo, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
12:53 - 12:59 pm
Final Thoughts with Q&A
Practical Tips and Best Practices
Cristina Coletta Blau, Esq.,
McLane Middleton, Woburn
Jennifer M. Lo, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
Please Note
This webcast is delivered completely online, underscoring their convenience and appeal.
There are no published print materials. All written materials are available electronically only.
They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
Speakers
FacultyCristina Coletta Blau, Esq.,
McLane Middleton, Woburn
Jennifer M. Lo, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
