In this episode, Hannah Cannon joins Dave Shaffer to break down the ins and outs of gifting—what’s allowed, what’s reportable, and how it fits into estate and Medicaid planning. 
 
Disclaimer: Episode recorded before passage of the One Big Beautiful Bill Act and the extension of the current federal estate tax exemption to $15M in 2026.

In this episode, Hannah Cannon joins Dave Shaffer to break down the ins and outs of gifting—what’s allowed, what’s reportable, and how it fits into estate and Medicaid planning. Disclaimer: Episode recorded before passage of the One Big Beautiful Bill Act and the extension of the current federal estate tax exemption to $15M in 2026.

In this episode, Hannah Cannon joins Dave Shaffer to break down the ins and outs of gifting—what’s allowed, what’s reportable, and how it fits into estate and Medicaid planning.&nbsp;
&nbsp;
Disclaimer: Episode recorded before passage of the One Big Beautiful Bill Act and the extension of the current federal estate tax exemption to $15M in 2026.&nbsp;
&nbsp;

Episode 8 – Gifting & Estate Planning Explained

The legal landscape doesn’t have to be a dark, scary place. With host Dave Shaffer, Partner and Chair of the Family Wealth and Estate Planning Department at Woods Oviatt Gilman, as your guide, we talk through a variety of legal topics, shedding light on the issues of the day, welcoming guest attorneys from across the Woods Oviatt Gilman law firm, and answering questions to help you see both the forest and the trees.

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Episode 8 – Gifting & Estate Planning Explained

Episode 8 – Gifting & Estate Planning Explained