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GIFTING STRATEGIES

We understand the importance of passing along wealth to the next generation. Our charge is to help you do so in the most tax efficient way that still meets with your lifetime gifting goals.

Our attorneys are proficient in the most sophisticated gifting strategies recognized by law, including minors’ trusts, insurance trusts, grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), sales to lifetime gift trusts and the creation of business entities that allow for wealth management and control for multiple generations. We analyze each situation independently, make recommendations that suit your goals, and work towards full implementation of the chosen gifting strategy.

 

Publications

2021 is the last year for retirement plan unlimited ‘Quasi-Rollover’ to charity

The 2020 repeal of stretch IRAs: How will it affect estate planning?

Common slipups compromising the effectiveness of trusts you have or will create

The tax laws changed. Should your business and estate plans change too?

New tax law’s doubling of estate tax exemption compels a review of your estate plan

What you should know about estate and gift tax 2018 inflation adjustments

Why donor advised funds are useful for year-end charitable giving

Proposed changes to Section 2704 could spur tax increase for owners of closely held businesses

Filing Form 709: Beyond the basics of gift tax returns

TCLE

Sales Between Trusts; Writing Off Business Interests; Partnership Audit Rule Update

When a Gift Is Subject to Income Tax; Beneficiary Deemed-Owned Trusts; Making Large Taxable Gifts

Fiduciary Income Tax Refresher and Update 2020

Charitable Giving for Institutions of Higher Education

Leveraging to Attain Basis Step-Up; Income Tax Benefits of Losing an FLP Case

Blog Posts

Life insurance death benefit may be subject to income tax

IRS issues proposed regulations regarding net investment income tax of private colleges and universities

Highlights from the Simply Tax podcast: How to choose an entity for a family business

Senior Counsel
Washington, D.C.

Henry's tax practice work emphasizes partnerships, limited liability companies and nonprofit organizations.

Henry's tax practice work emphasizes partnerships, limited liability c...

Henry Bettendorf
Partner
Chicago

Scott's practice focuses in the areas of family wealth preservation, federal transfer taxation and family business planning.

Scott's practice focuses in the areas of family wealth preservation, federa...

Scott Bieber
Partner
New York

A fellow of the American College of Trust and Estate Counsel, Ninette works closely with clients and their families to create comprehensive multi-generational estate plan...

A fellow of the American College of Trust and Estate Counsel, Ninette works...

Ninette Bordoff
Partner
Chicago

Sarah helps individuals, families, and closely held businesses owners identify their goals with regards to safeguarding and transferring their assets and then develops an...

Sarah helps individuals, families, and closely held businesses owners ident...

Sarah Chang
Partner
St. Louis

Tom's practice focuses on the areas of estate planning and administration, federal estate and gift tax compliance and controversy, organizational, tax and succession plan...

Tom's practice focuses on the areas of estate planning and administration, ...

Tom Corbett
Partner
St. Louis

For 35 years, Steve has focused his practice on succession planning for family businesses, including the areas of estate planning, taxation, estate and trust administrati...

For 35 years, Steve has focused his practice on succession planning for fam...

Steve Cupples
Partner
Chicago

Georgia serves as an estate planning advisor and personal general counsel to closely-held businesses, business leaders and other individuals.

Georgia serves as an estate planning advisor and personal general counsel t...

Georgia Loukas Demeros
Partner
St. Louis

Jackie's practice is focused on representation of individuals and families in the areas of estate planning and charitable giving and representation of nonprofit organizat...

Jackie's practice is focused on representation of individuals and families ...

Jackie Dimmitt
Partner
St. Louis

Laura's practice is focused on all aspects of estate planning, including the preparation of estate planning documents, probate and tax law, tax planning and business succ...

Laura's practice is focused on all aspects of estate planning, including th...

Laura Duncan
Partner
St. Louis

Jim serves as a key advisor to regional medical groups on the full spectrum of business and regulatory issues they encounter while providing medical services.

Jim serves as a key advisor to regional medical groups on the full spectrum...

Jim Fogle
Partner
St. Louis

Steve is a practitioner in the areas of estate planning and the structuring of privately held businesses.

Steve is a practitioner in the areas of estate planning and the structuring...

Steve Gorin
Partner
Los Angeles

Jon represents mid-sized, closely held businesses and their owners in a variety of industries, including manufacturing, distribution, retail sales and professional servic...

Jon represents mid-sized, closely held businesses and their owners in a var...

Jon Karp
Partner
St. Louis

Larry practices in the Firm's private client services area and is a frequent speaker around the country to professional groups.

Larry practices in the Firm's private client services area and is a frequen...

Larry Katzenstein
Counsel
St. Louis

Katie advises families and helps them develop appropriate estate plans for their individual circumstances.

Katie advises families and helps them develop appropriate estate plans for ...

Katie Knapp
Partner
Chicago

Ed counsels individuals and businesses on a broad spectrum of estate, trust, business, and tax planning matters.

Ed counsels individuals and businesses on a broad spectrum of estate, trust...

Ed McGillen
Associate
Chicago

Rob counsels individuals, families and businesses on how best to sustain and transfer their wealth through personal estate planning, business succession and entity struct...

Rob counsels individuals, families and businesses on how best to sustain an...

Rob Morse
Partner
St. Louis

Lacey has extensive experience in all aspects of estate planning, estate and trust administration and charitable giving.

Lacey has extensive experience in all aspects of estate planning, estate an...

Lacey Searfoss