Beth Shapiro Kaufman talks about why you should not undermine your 709. Beth addresses who needs to file, annual exclusion gifts, special rules for 529 plan contributions and for gift splitting, making QTIP election, and much more.
- Who We Serve
- Trust Services
- Alaska Community Property Trusts
- Incomplete Gift Non-Grantor Trusts
- Asset Protection Trusts
- Intentionally Defective Grantor Trusts
- Custodial Services for Individual Trustees
- Irrevocable Life Insurance Trusts
- Charitable Trusts
- LLC Administration for Private Placement Life Insurance
- Delegated Trusts
- Qualified Personal Residence Trusts
- Directed Trusts
- Self-Directed IRA & IRA Services
- Dynasty Trusts
- Self-Settled Trusts (a.k.a. Spendthrift Trusts)
- Generation-Skipping Trusts
- Special Needs Trusts
- Grantor-Retained Annuity Trusts
- Spousal Lifetime Access Trusts
- High-Balance Insured Cash Deposit Solutions
- Process
- JURISDICTIONS
- EXPERTISE
- Careers