Your browser is out of date. It has known security flaws and may not display all features of this and other websites

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. | Transcript

11. Advanced Gift Planning III: Transferring Asset Growth

Video Series

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.
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.
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

Other Video Series

An Introduction to Wealth Planning

To help our clients understand the basics of wealth planning, we introduce and explain foundational wealth planning concepts. 

Wealth Planning for Owners of Closely-Held Businesses

There are various structures that can be used to operate a closely-held business in the US, each of which comes with its own set of planning opportunities.

Asset Protection Planning

Asset protection planning is an important part of any comprehensive financial plan.