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Trust & Estates Law

Gifts With Purpose: Decoding the Types of Testamentary Gifts and Their Consequen

Gifts With Purpose: Decoding the Types of Testamentary Gifts and Their Consequen

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2 - Gifts With Purpose_ Decoding the Types of Testamentary Gifts & Their Consequences
About the Program

This presentation is intended to provide attorneys, whether acting as professional fiduciaries or advising them, with an overview of issues related to satisfying certain types of gifts, to support the proper and efficient administration of an estate or trust. This presentation will initially explain and illustrate the different types of gifts. Next, the presentation will summarize what the donee receives in addition to the gift itself, if anything, such as income or interest. Third, the presentation will discuss the tax ramifications of satisfying the different types of gifts, including which gifts carry out distributable net income (DNI) of an estate or trust, marital deduction issues, and the generation-skipping transfer tax consequences of certain gifts.

Speaker(s)
Julia Haye
Julia R. Haye

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Greenberg Glusker LLP

Julia Haye is a Partner at Greenberg Glusker LLP. Julia’s litigation experience includes high-net-worth disputes, high-asset divorce proceedings, and probate litigation. Her entertainment practice includes successfully resolving, at trial and in arbitration, complex business disputes involving profit participation, motion picture production and distribution, rights ownership, copyright and trademark infringement, idea submission, and other entertainment-related conflicts and contractual disputes.

Her counsel extends to every genre of entertainment and media, including independent motion pictures, television, music, dance, and online and digital media. She has represented Marvel Entertainment in various matters involving intellectual property disputes and profit participation rights, the holder of the rights to The Beatles against Apple Computer, the owner of the Friday the 13th movie franchise in a dispute with a former producer, and has resolved a complex business partnership dispute involving the remake of Last House on the Left.

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Marc Stern
Marc M. Stern

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Greenberg Glusker LLP

Marc M. Stern is a Partner at Greenberg Glusker LLP. Marc’s practice focuses on representing individuals in connection with the retention and disposition of their wealth, including estate planning, transfer tax planning and premarital agreements, and in connection with obtaining benefits left to them by others, including estate and trust administration and probate litigation.

... Read more
Accreditation
Credit Hours:
1.00
Specialty Area:
Estate Planning, Trust and Probate Law
Credit Type:
General
Original Air Date:
September 10, 2025
Accredited in:
California

You may be able to self apply for credits in states not listed. Email for accreditation information in your state.

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