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