{"id":5979,"date":"2026-10-21T11:48:06","date_gmt":"2026-10-21T15:48:06","guid":{"rendered":"https:\/\/www.lindabury.com\/firm\/?p=5979"},"modified":"2026-10-21T11:48:06","modified_gmt":"2026-10-21T15:48:06","slug":"gifts-to-minor-beneficiaries","status":"publish","type":"post","link":"https:\/\/www.lindabury.com\/firm\/insights\/gifts-to-minor-beneficiaries.html","title":{"rendered":"Gifts to Minor Beneficiaries"},"content":{"rendered":"

Clients often wonder how best to transfer assets to minor family members.\u00a0 The current large federal estate and gift tax exemption ($15 million per person in 2026, or $30 million for a married couple) has curtailed the need to reduce one\u2019s taxable estate by giving assets away, but many still wish to make lifetime gifts to set aside assets for young family members.<\/p>\n

Several strategies are available, and each serves a different purpose. The appropriate choice depends on how the donor wants the money used, how long the donor wants it protected, and how much control the donor is willing to surrender.<\/p>\n

UTMA Accounts: Simple, Flexible and Irrevocable
\n<\/strong><\/p>\n

Continue Reading \u203a<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"

Clients often wonder how best to transfer assets to minor family members.\u00a0 The current large federal estate and gift tax exemption ($15 million per person in 2026, or $30 million for a married couple) has curtailed the need to reduce one\u2019s taxable estate by giving assets away, but many still wish to make lifetime gifts […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[293,65,343],"tags":[],"coauthors":[295],"class_list":["post-5979","post","type-post","status-publish","format-standard","hentry","category-robbins","category-insights","category-wills-trusts-estates-insights"],"acf":[],"yoast_head":"\nGifts to Minor Beneficiaries — October 21, 2026 — Lindabury, McCormick, Estabrook & Cooper, P.C. 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