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Smoke, Mirrors, And Money: What Does The 2010 Tax Act Really Mean For Charitable Gift Planning?

February 15, 2011 | Speaking Engagement

Presented by: GPM's Charitable Gift Planning Team

A Breakfast Briefing presented by:
Gray Plant  Mooty’s Charitable Gift Planning Team

Speakers: Robert Harding, Sheryl Morrison, and Brianna Mooty

Those masters of prestidigitation—the members of Congress—have pulled another rabbit out of the hat. Last month they drew back the curtain of uncertainty to reveal a glittering new estate tax. Or was that just sleight of hand? The low tax rate and high exemption will last only through the end of next year. After that, estates will again be sawed in half (unless Congress works another bit of short-term magic). What’s more, the executor of someone who died last year must choose between the new estate tax and a carryover basis for the estate’s assets. Finally, if a donor makes large taxable gifts now and dies after 2012, heirs could see a lot of money vanish before their eyes.

To learn how the new estate tax law works and what it means for charitable bequests, charitable lead trusts, and other planned gifts, join us at 7:30 a.m. on Tuesday, February 15, for breakfast and a discussion by our panel of estate and charitable planning attorneys.

7:30 a.m. – 9:30 a.m.

Gray Plant Mooty, 500 IDS Center–5th Floor, 80 South Eighth Street, Minneapolis, MN 55402

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