Annual Exclusion Gifts and Other Gifting Strategies

Recorded: March 1, 2018 - for the CD-Rom and Handouts

Thursday, March 1, 2018 • 1:00 – 3:00 p.m. ET

2.5 CTFA, 2.5 CISP

Only a few transfers are truly tax-free, in that the current value of the property transferred is not subject to gift tax and does not use applicable exclusion amount. This presentation discusses those truly tax-free transfers, primarily the annual exclusion and the exclusion for direct payment of tuition or medical expenses.

This Briefing will focus on:

  • Current interest requirement for the annual exclusion
  • Split gift
  • Annual exclusion for generation-skipping purposes
  • Using the annual exclusion in trusts
  • How to take maximum advantage of the exclusion for tuition and medical expenses


  • Thomas W. Abendroth, Partner, Schiff Hardin LLP
  • Charles “Skip” D. Fox IV, Partner, McGuireWoods LLP

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Course / Seminar Type: Recorded Webinars
Course / Seminar Category: Wealth Management & Trust
Course / Seminar Code:
Course / Seminar Start Date: 03/01/2018
Course / Seminar Price: $265
Course / Seminar Location: