Johns Hopkins Blue - Greg Otto

Gift Planning

Clark & Hough employs sophisticated lifetime gifting strategies to assist our clients in transferring their wealth by tax efficient means.  Together with our clients we engage in a full range of gift planning possibilities including leveraging gifts through the use of irrevocable life insurance trusts, intentionally "defective" grantor trusts, fractional interest gifts in real property and partial gifts of business interests.  Additionally, we explore options with grandparents to benefit their grandchildren in the vital areas of education and medical care.  Recent changes in Federal Gift Tax laws have expanded many of these opportunities.