Home > Services > Gifting Strategies

GIFTING STRATEGIES

We understand the importance of passing along wealth to the next generation. Our charge is to help you do so in the most tax efficient way that still meets with your lifetime gifting goals. Our attorneys are proficient in the most sophisticated gifting strategies recognized by law, including minors’ trusts, insurance trusts, grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), sales to lifetime gift trusts and the creation of business entities that allow for wealth management and control for multiple generations. We analyze each situation independently, make recommendations that suit your goals, and work towards full implementation of the chosen gifting strategy. Many of our attorneys are nationally known frequent lecturers and authors on these various strategies—we bring a wealth of knowledge in this area to all client relationships.

 

Partner
St. Louis
314 552 6011

Henry is a partner in the firm's Tax Practice Area.

Henry is a partner in the firm's Tax Practice Area.

Henry Bettendorf
Partner
Chicago
312 580 2206

Scott's practice focuses in the areas of family wealth preservation, federal transfer taxation, and family business planning.

Scott's practice focuses in the areas of family wealth preservation, federa...

Scott Bieber
Associate
Chicago
312 580 5047

Sarah helps individuals and families preserve their wealth by developing strategies to safeguard their assets in the most tax-efficient way.

Sarah helps individuals and families preserve their wealth by developing st...

Sarah Chang
Partner
St. Louis
314 552 6022

Tom's practice focuses on the areas of estate planning and administration, federal estate and gift tax compliance and controversy, organizational, tax and succession plan...

Tom's practice focuses on the areas of estate planning and administration, ...

Tom Corbett
Partner
St. Louis
314 552 6027

For 35 years, Steve has focused his practice on succession planning for family businesses, including the areas of estate planning, taxation, estate and trust administrati...

For 35 years, Steve has focused his practice on succession planning for fam...

Steve Cupples
Partner
Chicago
312 580 2303

Georgia serves as an estate planning advisor and personal general counsel to closely-held businesses, business leaders, and other individuals.

Georgia serves as an estate planning advisor and personal general counsel t...

Georgia Loukas Demeros
Partner
St. Louis
314 552 6588

Jackie's practice is focused on representation of individuals and families in the areas of estate planning and charitable giving and representation of nonprofit organizat...

Jackie's practice is focused on representation of individuals and families ...

Jackie Dimmitt
Partner
St. Louis
314 552 6312

Laura's practice is focused on all aspects of estate planning, including the preparation of estate planning documents, probate and tax law, tax planning and business succ...

Laura's practice is focused on all aspects of estate planning, including th...

Laura Duncan
Partner
St. Louis
314 552 6035

Jim serves as a key advisor to regional medical groups on the full spectrum of business and regulatory issues they encounter while providing medical services.

Jim serves as a key advisor to regional medical groups on the full spectrum...

Jim Fogle
Associate
Los Angeles
310 282 2507

Jessica represents clients in estate planning, trust administration and probate matters.

Jessica represents clients in estate planning, trust administration and pro...

Jessica Gordon
Partner
St. Louis
314 552 6151

Steve is a nationally recognized practitioner in the areas of estate planning and the structuring of privately held businesses.

Steve is a nationally recognized practitioner in the areas of estate planni...

Steve Gorin
Senior Counsel
St. Louis
314 552 6400

Paul focuses his practice on employee benefits law and taxation.

Paul focuses his practice on employee benefits law and taxation.

Paul Griesemer
Partner
Los Angeles
310 282 9476

Jon has more than 30 years of experience as a CPA, as well as an attorney, practicing in the areas of income tax planning, business succession planning, and estate and gi...

Jon has more than 30 years of experience as a CPA, as well as an attorney, ...

Jon Karp
Partner
St. Louis
314 552 6187

Larry is a nationally known authority on estate planning and planned giving.

Larry is a nationally known authority on estate planning and planned giving...

Larry Katzenstein
Counsel
St. Louis
314 552 6357

Katie advises families and helps them develop appropriate estate plans for their individual circumstances.

Katie advises families and helps them develop appropriate estate plans for ...

Katie Knapp
Partner
St. Louis
314 552 6073

Joe is a longtime member and former chair of our Private Client group.

Joe is a longtime member and former chair of our Private Client group.

Joseph Logan
Partner
Chicago
312 580 2231

Ed counsels individuals and businesses on a broad spectrum of estate, trust, business, and tax planning matters.

Ed counsels individuals and businesses on a broad spectrum of estate, trust...

Ed McGillen
Partner
St. Louis
314 552 6316

Lacey has extensive experience in all aspects of estate planning, estate and trust administration and charitable giving.

Lacey has extensive experience in all aspects of estate planning, estate an...

Lacey Searfoss
Partner
St. Louis
314 552 6562

Jason is a trusted legal advisor to multi-generational families and their businesses.

Jason is a trusted legal advisor to multi-generational families and their b...

Jason Thein