Gifting to Grandchildren: How, When and How Much?

Summary: If you are considering making gifts to grandchildren, you may have practical concerns about how much to give and how much control the child should have over the assets. Our experts will provide insights on:

  • Determining the right amount to give
  • When to use trusts, UTMAs or 529s
  • Understanding the tax benefits of making gifts
Featured speakers are Gail Cohen, Theresa McGinley and Anna Soliman.

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