• Skip to primary navigation
  • Skip to content
  • Skip to primary sidebar

Carter Ledyard & Milburn LLP

  • Professionals
  • Practices
  • News & Insights
  • Thought Leadership
  • Featured Series
  • Looking Ahead
  • Events
  • Our Firm
Stay Connected
Stay Connected
Subscribe To Our Publications
PrintPDFEmail

Carter Ledyard Partners Karen Schiele and Alison Powers Herman Present CLE on Lifetime Gifting

June 4, 2021/less than a minute

Karen Schiele and Alison Powers Herman presented a 60-minute program titled “Gifts by Formula: A Review” on June 2, 2021 for the Celesq® AttorneysEd Center in partnership with Thomson Reuters (West).  The presentation reviewed the pros and cons of gifting during life, including current rules regarding income tax basis, transfer tax exclusivity and the valuation of assets for gift tax purposes. The presentation then discussed the utility of gifting by formula, where the value of the gift is uncertain or where the rules regarding transfer taxation are uncertain, and concluded with a review of case law that has addressed formula gifts. 

The presentation will be available on-demand through West LegalEdcenter.

sidebar

Related Practices

  • Trusts & Estates

Related Professionals

  • Media item displaying Karen T. Schiele

    Karen T. Schiele

    /

    Partner

    D/212-238-8667
    schiele@clm.com
  • Alison Powers Feature

    Alison Powers Herman

    /

    Partner

    D/212-238-8761
    herman@clm.com
Copyright © 2023 Carter Ledyard & Milburn LLPPowered by Content Pilot
  • Sitemap
  • Disclaimer
  • Cookie Policy
  • Privacy Policy
  • Subscribe
  • Contact

Meritas

Meritas.org Logo

Legal Link

Legal link dot org logo