Events

The Annual Exclusion and Other Tax-Free Transfers

September 06, 2007

1:00 PM - 3:00 PM EDT

Thomas W. Abendroth, a partner in Schiff Hardin's nationally recognized Private Clients, Trusts and Estates Group, will co-present this telephone briefing on "The Annual Exclusion and Other Tax-Free Transfers." This is the sixth in the Trust and Estate Planning series of teleconferences presented by the American Bankers Association.

Topics covered in this session include:

• Present interest and split gift requirements for the annual exclusion
• Planning for use of the exclusion with closely held assets
• Tax reporting requirements
  Transfer in trust
• Using the exclusion for medical and education expenses to the fullest extent
• GST implications

To register, visit: http://www.aba.com/teleweb/tb090607.htm.