Women and Wills: Understanding the Estate and Gift Tax

Join Liza Hanks in this interactive session (30-minute discussion and 15-minute Q and A) to hear the inside story on what an estate plan is, why it matters, and, most importantly, how you can come to the process prepared and ready to make a plan that protects those you love most.
Two things that are inevitable, death and taxes, come together in this overview of how the gift and estate tax works, who has to pay it, and who doesn’t. Spoiler alert, currently this tax falls only on the very wealthy, but that doesn’t mean that will always be true.
In this course, you’ll learn how the estate and gift tax work together, what the annual exclusion is and how to use it, and other ways that you can make gifts without paying gift tax at all.
About the Host
Liza Hanks is a partner at GCA Law Partners LLP in Mountain View, where she practices estate planning, trust administration, and probate law. She’s also the author of Every Californian’s Guide to Estate Planning: Wills, Trusts & Everything Else and The Trustee’s Legal Companion (with Attorney Carol Zolla), both published by Nolo. Liza is also the author of Ask Liza: Nolo’s Estate Planning Blog, blog.nolo.com/estateplanning/ and the Life/Death/Law podcast, podcast.lifedeathlaw.com/.
Liza is a certified specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Legal Specialization and taught Estate Planning and Taxation at Santa Clara University Law School. She is a graduate of Stanford Law School, a former magazine editor, and the mother of two children (neither of whom show any desire to become attorneys). Her practice focuses on estate planning, trust administration, and probate for families of all ages, with an emphasis on educating her clients so that they understand and maintain their estate plans over time.
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