2024 Gift and Estate Tax Update

When:  Apr 10, 2024 from 12:00 PM to 01:00 PM (MT)
2024 Gift and Estate Tax Update
Wednesday, April 10, 2024
12:00 p.m. - 1:00 p.m.
Via Zoom
Klaralee Charlton of 3i Law and Naomie Pierre-Toussaint of Katz, Look & Onorato, P.C. will recap the notable legislation, case law, and treasury releases from 2023 that impact transfers subject to gift and estate tax and fiduciary income tax. Topics will include recent cases on special use valuation, intent of donors, and clarifications relating to charitable remainder trusts, treasury releases touching on IRC 2036, DAF charitable deductions, and disclaimers after the qualified period, and cautionary warnings on promoter activities.  
Klaralee Charlton
Naomie Pierre-Toussaint
Applied for 1 CLE General Credit


Denver, CO