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Webinar: Utilizing the Power of Annual Gift Tax Exclusions

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August 24, 2023 @ 12:00 pm 1:00 pm

1 Participatory MCLE Credits; 1 Legal Specialization in Estate Planning; Trust & Probate Law

The seminar will explore effective strategies to use the annual gift tax exclusion to transfer wealth, including direct gifts, gifts to trusts, and best practices when drafting “Crummey” Trusts.  In addition to the overview of the use of annual exclusions and the typical use of Crummey Trusts, Agnieszka K. Adams will also explore common drafting mistakes in Crummey Trusts, issues when using the annual exclusion for gifts to grandchildren, and using the annual exclusion for gifts of assets other than cash or marketable securities.

Speaker: Agnieszka Kamila Adams

Non-Member Price – $75.00
Member Price – $55.00

We are committed to accessibility! Virtual events are equipped with closed captioning. To request an in-person accommodation, send us a note at or contact us at 916-516-1760 for assistance.


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