Private Client Services

Greenberg Glusker Private Client Services Partner, Stefanie Lipson, will be present "Wealth Wednesday: I Think I Get the GST of It!" for CalCPA on April 24, 2024.

This presentation will include a review of the GST Tax, calculations, exemptions, automatic allocations regarding certain outright and in-trust transfers, property reporting of gift tax transfers, elections out of automatic allocations of exemption, and required reporting.