To Give or Not to Give: Transfer & Income Tax Implications of Estate Planning Gifts

Date: Wednesday, December 3, 2014
Time: 5:45pm - 8:45pm
Location: Innis Arden Golf Club, 120 Tomac Avenue, Old Greenwich, CT 06870
Speaker: Steve Lavner, J.D., U.S. Trust Wealth Strategist

Mark your calendars today for our dinner meeting on Wednesday, December 3rd, at the Innis Arden Golf Club in Old Greenwich. Our guest speaker will be Steven Lavner, Managing Director and member of the National Wealth Strategies Group at U.S. Trust, Bank of America Private Wealth Management.

Changing transfer and income tax rates have altered the estate planning landscape, particularly with regard to lifetime gifts. As the gap between estate and income tax rates has narrowed, income tax planning relating to gifting has become critical. Join us for an informative briefing where we will provide our thoughts and insights on the taxation of estate planning transfers, either during life or at death. Learn how it impacts your clients in terms of planning for their gifts and bequests, and what you can do to help them mitigate these tax issues.

Steven Lavner is Managing Director and a member of the National Wealth Strategies Group at U.S. Trust, Bank of America Private Wealth Management. In this role, he works with clients and  is involved with the analysis and preparation of materials on estate and tax planning strategies. Steven is a frequent lecturer and author on issues relating to estate planning and taxation, with particular emphasis on sophisticated wealth transfer techniques for high net-worth individuals. These topics include Tax-Free Gifting: Comparing GRATs and Sales to Grantor Trusts; Generation-Skipping Transfer Tax; QPRT and GRAT Alternatives: Sales of Remainder Interests and Joint Purchases; Family Limited Partnerships; Defined Value Formulas; Life Insurance Trusts; Planning for the Gap in Federal and State Exemptions; Planning for the Transfer Tax Exemptions; and Lifetime Gifting: A Transfer and Income Tax Analysis.

Prior to joining U.S. Trust, Steven was Counsel to the New York City law firm of Kaye Scholer LLP, where he specialized in  trusts and estates law.

Steven earned his B.A. from New York University, graduating magna cum laude. He received his J.D. from the New York University School of Law, where he was a journal member.  He is a member of the New York Bar.

This presentation has been accepted by CFP Board of Standards for one hour of continuing education credit.

Please click on the document link below for complete program/registration details.

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