GIFTING STRATEGIES
- OVERVIEW
- EXPERIENCE
- INSIGHTS
- NEWS & EVENTS
- PROFESSIONALS
CONTACT
- Georgia Loukas Demeros
- 312 580 2303 312 580 2303 direct | Email
- Jackie Dimmitt
- 314 552 6588 314 552 6588 direct | Email
- Laura Duncan
- 314 552 6312 314 552 6312 direct | Email
- Ed McGillen
- 312 580 2231 312 580 2231 direct | Email
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RELATED PRACTICES
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RELATED INDUSTRIES
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.
Case Studies
TCLE
Fiduciary Income Tax Refresher and Update 2022
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
Publications
Legacy Advised Funds: Finally, here’s something to “LAF” about
What you need to know about recent changes to New York’s power of attorney law
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
Blog Posts
Life insurance death benefit may be subject to income tax
Highlights from the Simply Tax podcast: How to choose an entity for a family business
News
Larry Katzenstein Honored with Estate Planning Lifetime Service Award
Thompson Coburn attorneys receive high marks in Chambers’ 2018 High Net Worth guide
Tom Corbett, Larry Katzenstein featured in Chambers’ inaugural High Net Worth guide
Congratulations to the new Thompson Coburn partners for 2016
25 Thompson Coburn attorneys recognized in 2015 Chambers USA
Georgia Demeros named a ‘Five Star Professional’ for estate planning
Saint Louis Legacy Awards honor Dale Knight, Larry Katzenstein, Covenant Place
27 Thompson Coburn attorneys recognized in 2014 Chambers USA
Private Client Group transfers more than $1.2 billion in assets
Larry Katzenstein offers charitable organizations guidance on tax fallout of ‘fiscal cliff’ law
Leading philanthropy company names Larry Katzenstein to advisory board
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Senior Counsel
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Washington, D.C.
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Henry's tax practice work emphasizes partnerships, limited liability companies and nonprofit organizations. Henry's tax practice work emphasizes partnerships, limited liability c... |
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Senior Counsel
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Chicago
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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... |
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Partner
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New York
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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... |
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Partner
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Chicago
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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... |
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Partner
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St. Louis
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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, ... |
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Partner
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St. Louis
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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... |
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Partner
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Chicago
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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... |
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Partner
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St. Louis
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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 ... |
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Partner
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St. Louis
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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... |
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Senior Counsel
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St. Louis
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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... |
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Partner
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St. Louis
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Steve is a nationally recognized practitioner in the areas of estate planning and the structuring of privately held businesses. Steve is a nationally recognized practitioner in the areas of estate planni... |
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Partner
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Los Angeles
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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... |
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Partner
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St. Louis
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Larry serves clients in the firm's Private Client Services practice. Larry serves clients in the firm's Private Client Services practice. |
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Counsel
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St. Louis
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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 ... |
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Partner
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Chicago
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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... |
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Associate
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St. Louis
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Lisa is an associate in the Firm's private client group. Lisa is an associate in the Firm's private client group. |
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Partner
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St. Louis
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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... |
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Partner
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Chicago
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Jeff counsels individuals, entrepreneurs, business owners, and family offices on estate planning and administration, transfer taxation, and business planning. Jeff counsels individuals, entrepreneurs, business owners, and family offic... |
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