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T&E Talk: “2025 Annual Gift Tax” with Greenspoon Marder Attorney Ruben Gotlieb
In the latest episode of Greenspoon Marder’s T&E Talk video series, Ruben Gotlieb explores the strategic role of gifting in estate planning. In the video, he covers key topics including:
- Annual and lifetime gift tax exclusions
- Differences in planning for U.S. vs. non-U.S. individuals
- Common misconceptions and reporting requirements
- How gifting can reduce estate taxes and support loved ones
Whether you’re at your desk or on the go, you can watch, read, or listen to the episode in the format that works best for you. If you have any questions or would like to discuss how these strategies might apply to your situation, please feel free to reach out to Ruben directly at [email protected] or call at (305) 789-2785.
Connect with Ruben on LinkedIn: https://www.linkedin.com/in/ruben-gotlieb
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Learn more about Ruben Gotlieb, Greenspoon Marder and the Wills, Trusts, & Estates Practice Group at: