Please Join Us!
2026 Estate Planning Teleconference Series
April 21, 2026 | 12:00 p.m. - 1:30 p.m.
Security National Bank | 601 Pierce St., Sioux City, IA
3rd floor
Please join Security National Wealth Management for this month's Cannon Estate Planning Teleconference where the industry’s foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best.
Topic: The Ins and Outs of Gifts Not Subject to Gift Tax
Nontaxable gifts may be an attractive component of a comprehensive estate plan. Structured properly, nontaxable gifts facilitate moving value out of the donor’s eventual taxable estate without erosion of the donor’s estate and gift tax basic exclusion amount or GST exemption. The simplest type of nontaxable gifts is an outright gift of cash, directly to the target donee, within the amount of the gift tax annual exclusion. However, gifts in trust or gifts of certain types of assets can be problematic. In this webinar, we’ll introduce and evaluate the following topics:
- Gifts in trust and gifts through Uniform Transfers to Minors Act custodianships
- Internal Revenue Code Section 529 plans and Section 530 (“Coverdell”) education savings accounts
- Gifts of certain types of assets that may flunk the present interest test
- Best design of “Crummey” withdrawal powers
- Generation-skipping transfer tax issues
This is your opportunity to connect and collaborate with other professionals on relevant issues while earning continuing education and learning credits to preserve valuable business credentials.
Pre-registration is appreciated but not required and a complimentary lunch will be available to those who request it when registering.
REGISTER HERE