Making Sense of the Federal Gift Tax

Knowledge of the federal gift tax is essential for attorneys who assist clients with their estate plans, and yet it is often misunderstood and comes as a surprise to clients who want to transfer wealth to family members. This presentation will explain what the federal gift tax is and how it works, and will:

• Identify transfers that are subject to the gift tax, and which are not
• Describe key compliance and reporting requirements for the gift tax
• Identify planning opportunities with the gift tax
• Recognize that the gift tax is based on the value of the transferred property

– James T. McNary; McNary Law Office, P.A.

Webcast also included in the following webcast package:
August Webcast Extravaganza