Part 5 of 8 Estate Planning Tax Series: Back to Basics: Planning with the Annual Gift Tax Exclusion

Date & Time: Tuesday, January 28, 2014 from 12:00 pm to 2:00 pm

CLE Credit: No

Event Description
In this Back to Basics program, panelists Jennifer Birchfield, Christopher Murrer and Kasey Place will present on Section 2503(b) annual exclusion gifts. Among other things, the presentation will address the present interest requirement, Section 2503(c) trusts, Crummey withdrawal rights and traps for the unwary.

This luncheon program is sponsored by the Estate Planning Committee of the Taxation Section.

** This program is offered in a live webinar/webcast format.

Please note: If webcasting service is disabled during the program, only audio transmission will be available for the remainder of that program. Also note: webinar/webcast information will be e-mailed to registrants 24 hours prior to the event.

D.C. Bar Conference Center
1101 K Street, NW, Conference Center
(Metro Center Station)
Washington DC 20005

Contact Information
Sections Office
Phone: 202-626-3463
Fax: 202-824-1877

  • Jennifer A. Birchfield, McArthur Franklin PLLC

  • Christopher G. Murrer, Venable LLP

  • Kasey A. Place, Ivins, Phillips & Barker


**Webinar (info. Will be e-mailed to registrants)