Gifting in 2010 – Planning for Terminally Ill Clients
Thursday, July 29th, 2010It appears unlikely that Congress will pass any transfer tax reform in 2010. As a result, 2010 could be the best of times for gifting by affluent clients. Part I of this article on gifting in 2010 by noted author and planning expert John J. Scroggin considered the multiple factors that encourage making gifts this year. Part II covered select gift planning opportunities available this year. Part III of the article, below, covers 2010 strategies and planning for terminally ill clients.


