Senior Counsel, Shaina Jones Magrone, Esq., was recently featured in a SeniorLiving.org article titled “Show Me the Money…Now? American Attitudes on Lifetime Giving“. This article discusses attitudes and recommendations about lifetime giving. Shaina is quoted discussing the need for assurances before benefactors make significant lifetime gifts.
Givers must remain cognizant that lifetime gifting removes the assets from their control. Consideration, therefore, must be given to whether the giver can safely afford to part with the assets while maintaining their current lifestyle, ability to retire, and account for emergencies and contingencies.
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