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08/24/12


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Party Like It's 2012! Taking Advantage of Estate Planning and Tax Benefits before Time Runs Out

Date: August 24, 2012

Time: 8:00am - 11:00am

Speaker(s): David S. De JongAnn G. JakabcinSteven A. Widdes

Event Type: Seminar

Location: Bethesda North Marriott Hotel + Conference Center, 5701 Marinelli Road, Bethesda, Maryland 20852

“2013, party over – oops, out of time!” As professionals in the financial services or insurance industry know, as each day passes, opportunities dwindle for Congress to act to preserve the current $5.12 million federal estate and gift tax exemptions.  This has led to months of discussion among such professionals and months of uncertainty for their clients.

There are unique, yet time-sensitive, advantages to creating or updating plans before December 31, 2012. This seminar will address the practical, legal and tax considerations of making gifts this year, including:

  • Available gifting opportunities and techniques before 2013, such as Intentionally Defective Grantor Trusts (IDGTs), Grantor-Retained Annuity Trusts (GRATs) and Spousal Lifetime Access Trusts (SLATs);
  • Valuation techniques and discounts associated with year-end gifting; and
  • Possible consequences if the federal government does NOT act to preserve current gift and estate tax exemptions before December 31, 2012.

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