Gift Early, Get More: Quantifying the Value of Making Lifetime Exemption Gifts Now

This presentation will show extensive modeling work around understanding numbers behind how much more your beneficiary will receive, and how much more you might save on taxes, by making choices such as earlier lifetime exemption gifts and electing grantor trust status. This topic is especially relevant given today’s historically high lifetime exemption amounts.

Anne Gifford EwingPresented by:

Anne Gifford Ewing, Capital Group Private Client Services

Anne Gifford Ewing is a Senior Vice President and Senior Trust and Estate Specialist with Capital Group Private Client Services, focusing on trust, estate, tax and personal planning matters. Prior to joining our firm in 2019, Anne spent more than a decade in private legal practice at Gifford, Dearing & Abernathy, LLP in Los Angeles, during which time she was recognized as Certified Specialist in Estate Planning, Trust & Probate Law by the California Board of Legal Specialization of the State Bar of California.

Anne received her JD from University of California Hastings College of the Law, and both her MA and BA from Stanford University. Before law school, Anne completed Capital Group’s multi-year management training program (TAP). Anne was the 2018-2019 President of the Los Angeles Estate Planning Council, and a past board member of the Fiduciary Roundtable of San Gabriel Valley. Anne is a frequent speaker at various bar association and professional organization meetings. She is based in our downtown Los Angeles office.

Jeff RudermanJeff Ruderman, Capital Group Private Client Services

Jeff Ruderman is a Wealth Strategist for Capital Group Private Client Services. He joined Capital Group in 2011 as a senior client relationship specialist, prior to joining Capital Group he spent over five years as an assistant vice president, senior private client associate with Bernstein Global Wealth Management. As a member of the Wealth Advisory Group, Jeff provides advice on various wealth planning topics, specializing in the areas of wealth transfer, charitable planning and working with private business owners. Jeff earned a BA with Honors in International Finance and Marketing from the University of Miami and also studied International Business at the Hogeschool voor Economische Studies in Amsterdam. He holds a professional designation in personal financial planning from the University of Georgia and is a CFP®. He is based in our Los Angeles office.