Worth It: Insights on wealth management and personal planning strategies.

Episode 4: Pain Free Gifting – Using Your Lifetime Gift Tax Exemption With Residences and Outstanding Loans?

January 4, 2021

In this episode of Worth It, associate Daniel W. Hatten, and senior counsel Vanessa Maczko discuss options for clients who are seeking to use their remaining federal lifetime gift tax exemption without the pain generally associated with giving up assets.  To that end, we will talk about options for gifting personal residences and ways to use outstanding loans to make gifts. Tune in as Dan and Vanessa explain in more detail some options for "pain-free" gifting.