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First Wednesday Fundamentals: Gift Planning Basics I: Taxable Gifts - Definitions, Opportunities and Potential Pitfalls

Wednesday, December 5, 2012 12:30 PM to 1:30 PM
Boston Bar Association - 16 Beacon Street, Boston, MA

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Christopher Perry (of Northern Trust) & Laurence Constable, Esq. (of Holland & Knight) will review the general tax rules applicable to taxable gifts, explore benefits of lifetime gifting from the estate planning perspective, and identify potential pitfalls for the practitioner to try to avoid.


Sponsoring Section/Committee(s):




Jennifer Jones


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