Year-End Gift Planning — Trump is Lurking!

07.12.2016 | Sullivan & Worcester Conference Center, Boston, MA

Tax Briefings 2016

Joseph B. Darby III, Judith G.H. Edington and John K. Graham presented “Year-End Gift Planning — Trump is Lurking!” at the December 7, 2016 Tax Briefing. They discussed:
  • The economics of charitable giving – understanding the complex interaction of regular income tax, AMT and transfer tax consequences
  • The benefits of making cash gifts from IRA accounts
  • Using charitable lead and charitable remainder trusts
  • A strategic review of the new (and sobering) Code Section 2704 proposed regulations and the likely timing of implementation
  • Spousal lifetime access trusts – you can have your cake and eat it too
  • The future of Family Limited Partnership and other discounted strategies, both before and after the 2704 regulations are finalized
  • Effective uses of private foundations and donor-advised funds

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