Gift Planning and Business Valuation

• Advantages of Lifetime Giving
• Annual Exclusion Gifts and “Qualified” Transfers
• 529 Plans
• Use of Trusts in Gifting
• Charitable Trusts Planning
• Basis Considerations and Other Tax Issues
• Business Transfer and Valuation

Lisa A. Stern, Esq.

This On-Demand is also available as part of the Essentials of Maryland Estate and Trust Practice curriculum. This curriculum offers the courses and publications in one package, that would cost hundreds more to purchase separately. Learn more!