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Gift Planning Basics I: Taxable Gifts – Definitions, Opportunities and Potential Pitfalls

Wednesday, November 6, 2013 12:30 PM to 1:30 PM
Boston Bar Association - 16 Beacon Street, Boston, MA

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Description:

Christopher Perry (of Northern Trust) & Brooke Manfredi, Esq. (of Choate, Hall & Stewart) 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):

Speakers:

 

Contact:

Jennifer Jones
jjones@bostonbar.org

 

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