Trusts & Estates
Using the 2012 Gift Tax Exemption to Reach Client Goals
By: Laura French, J.D., LL.M. in
Taxation
As experienced practitioners, we have all used the annual and lifetime gift tax exclusions to benefit our clients and help them reach their financial and planning goals. In 2012, Congress has afforded a unique opportunity for all of us to transfer wealth using this year’s lifetime gift tax exclusion. This article will explore a few ways you can utilize the exclusion to better serve your clients.
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