To gift or not to gift, that is the question.1 To not gift means keeping the asset or doing something to cause it to be included in an estate for estate tax purposes. Gifting means the opposite: a lifetime transfer that causes future asset appreciation to escape estate tax. While less complex than the famed question posed by Prince Hamlet, families that hold appreciated assets and are (or may be) exposed to estate tax often wrestle with the choice.
All access premium subscription
Please Log in if you are currently a Trusts & Estates subscriber.
If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.
Questions about your account or how to access content?
Contact: [email protected]
0 comments
Hide comments
