• Annual and lifetime gift tax exclusions
• Differences in planning for U.S. vs. non-U.S. individuals
• Common misconceptions and reporting requirements
• How gifting can reduce estate taxes and support loved ones

Whether you're at your desk or on the go, you can watch, read, or listen to the episode in the format that works best for you.

If you have any questions or would like to discuss how these strategies might apply to your situation, please feel free to reach out to Ruben directly at Ruben.Gotlieb@gmlaw.com or call at (305) 789-2785.

Connect with Ruben on LinkedIn:

• https://www.linkedin.com/in/ruben-gotlieb

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Learn more about Ruben Gotlieb, Greenspoon Marder and the Wills, Trusts, & Estates Practice Group at:

• https://www.gmlaw.com/attorneys/ruben-n-gotlieb/
• https://www.gmlaw.com
• https://www.gmlaw.com/private-client-services/wills-trusts-estates/

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This Greenspoon Marder LLP content is issued for informational purposes only and is not intended to be construed or used as general legal advice nor a solicitation of any type. Please contact the author(s) or your Greenspoon Marder LLP contact if you have any questions regarding the currency of this information. The hiring of a lawyer is an important decision. Before you decide, ask for written information about the lawyer’s legal qualifications and experience.

In this episode, Richard shares strategic insights into the importance of corporate estate planning for closely held businesses. He discusses how these plans should be thoughtfully integrated with personal estate strategies and underscores the value of collaboration among business partners, accountants, and legal advisors. The conversation also addresses the nuanced challenges of succession planning, particularly within family-owned enterprises, offering practical guidance for long-term business continuity.

For tailored advice on estate and succession planning, connect with Richard today.

Speaker Information:

• Name: Richard Hess (Featured Speaker)
  • Title: Partner
  • Company: Greenspoon Marder LLP
  • Location: Denver
  • Phone Number: (720) 370-1157
  • Email: richard.hess@gmlaw.com

• Name: Nick Richards (Moderator)
  • Title: Partner
  • Company: Greenspoon Marder LLP
  • Location: Denver
  • Phone Number: (720) 370-1169
  • Email: nick.richards@gmlaw.com

Connect with our speakers on LinkedIn:

• https://www.linkedin.com/in/richard-m-hess-jr-aep%C2%AE-121bb84/ https://www.linkedin.com/in/nick-richards-6b374219

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Learn more about our speakers, Greenspoon Marder and the Wills, Trusts, & Estates Practice Group at:

• https://www.gmlaw.com/attorneys/richard-hess/
• https://www.gmlaw.com/attorneys/nick-richards-cannabis-tax-attorney/ https://www.gmlaw.com
• https://www.gmlaw.com/private-client-services/wills-trusts-estates/

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This Greenspoon Marder LLP content is issued for informational purposes only and is not intended to be construed or used as general legal advice nor a solicitation of any type. Please contact the author(s) or your Greenspoon Marder LLP contact if you have any questions regarding the currency of this information. The hiring of a lawyer is an important decision. Before you decide, ask for written information about the lawyer’s legal qualifications and experience.