September Event--Advanced Gifting in 2021 and Beyond
Zoom presentation by
Kelly Pelletier & Griffin Leschefske
Thursday, September 16, 2021
3:00 – 4:30 PM
Topic: Advanced Gifting in 2021 and Beyond
Please join industry experts, Kelly Pelletier and Griffin Leschefske, as they discuss advanced gifting options for high-net-worth clients to consider in light of the current gift, estate, generation-skipping and income tax environment in which we live. Kelly and Griff will walk through a set of hypothetical examples, illustrating the multitude of strategies available. They will also examine how important considerations like age, control, family structure and type of assets held factor into the analysis for which gifting strategy may ultimately prove most successful.
ZOOM MEETING DETAILS WILL BE PROVIDED TO REGISTRANTS ON WEDNESDAY SEPTEMBER 15TH