How to Plan Bequests or Gifts to Grandchildren

There has never been a more important time to focus on grandparent inter-generational legacy giving. In 60 minutes, the faculty review a full spectrum of grandparent bequest and lifetime giving options, from low-cost and easy-to-implement strategies like direct and pre-payment of medical and educational expenses, setting up a grandchild 529 plan for college expenses, and the creation of an organized annual exclusion giving program, to complex trusts which take full advantage of the Generation-Skipping Transfer Tax exemption. Hear guidance for counseling clients at all income and assets levels, and learn about some overlooked and creative strategies. The program concludes with some thoughtful ideas about non-financial legacy documents that grandparent clients can create and share with grandchildren and the whole family.