Each Friday morning through the end of the year, Clark Allison will present a free workshop on year end gifting strategies in our Folsom office. He will discuss:
- Why this year is the best year in history to make gifts
- The relationship between the gift tax and estate tax
- Why you should always use trusts to make gifts to protect gifts from divorce and lawsuits
- How to use Lifetime Exemption Trusts to permanently avoid estate tax while maintaining use of the gifted assets
- ILITs, QPRTs, GRATs and Sales to Defective Grantor Trusts
- Domestic Asset Protection Trusts
- Benefits of prepaying life insurance premiums
- Clawback or recapture of the gift tax – why it won’t happen
Join us for this free workshop. Seating is limited so please register early.