Gift Planning

Martin M. Shenkman (Member, Martin M. Shenkman, P.C.) has written a new article entitled The Practical Planner: “Gift Planning During Economic Uncertainty”, Dec. 31, 2008.

Here is a summary of the article:

Gift planning is a substantial part of estate planning for many people. This article overviews some of the most popular techniques. It also contains changes to law, such as the gift exclusion increase from $12,000 to $13,000 in 2009. It also touches on some of new legislation that could have an impact on gift planning.