Sep 18, 2019 at 8:45 at the DCA’s Lilian Gade room.

Outright gift  15k per year per person (2019)

Car/Family trip

            Help with purchase of first car

            Take kids on trip at a certain age

            Full family cruise or trip etc.

House  (Loan with provision to be paid back if divorce etc)

            Buy house and set up LLC

Education/College

            Help with student loans

            Pay college directly

            Pay health care for students

            Saving strategy – 529; credit card; IRA

2nd home – transfer ownership

“Big Event” (new business/move/medical etc)

            One off decision

Host: Doug Campbell