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An Introduction to Advanced Gift Planning Strategies

Implementing advanced gifting strategies can help you, and your family, create integrated wealth management plans that are consistent with your stewardship goals. | Transcript

 
 
 
8. INTRODUCTION TO ADVANCED GIFT PLANNING STRATEGIES 
 
 

Implementing advanced gifting strategies can help you, and your family, create integrated wealth management plans that are consistent with your stewardship goals. | Transcript

8. Introduction to Advanced Gift Planning Strategies

Video Series

9. Advanced Gift Planning I: Discounting Opportunities
The first advanced gift planning strategy is to identify opportunities to discount for gift tax purposes the ultimate or future value of a transferred asset.
10. Advanced Gift Planning II: Planning with Disregarded Entities
The second advanced gift planning strategy is to use structural planning vehicles that allow you to pay income taxes on assets you transfer for the benefit of your family without making a taxable gift.
11. Advanced Gift Planning III: Transferring Asset Growth
The third advanced gift planning strategy is to use structural planning vehicles to pass most of the future growth of your assets to your family without making a taxable gift.
12. Advanced Gift Planning IV: Integrating Previous Strategies
By integrating all three of the advanced gift planning strategies, you can freeze the value of your estate, after it has been discounted, and indirectly pay income taxes for your family.

About the Team

GS Private Wealth Management

In Private Wealth Management, we help our clients pursue their wealth management goals through careful advice, astute investment management and access to the capabilities and network of Goldman Sachs. Learn more about our capabilities. http://www.goldmansachs.com/pwm

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