Anthony Vitiello Presented Session on Lifetime Gifting Strategies at the American Institute of Certified Public Accountants Conference

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ROSELAND, NJ (August 10, 2012) - Partner Anthony F. Vitiello was a featured presenter at the AICPA Advanced Estate Planning Conference held on July 23-25, 2012, at the Aria in Las Vegas, NV.

Vitiello’s session, “Lifetime Gifting stragties: A New Look at Old Favorites,” provided a general overview of, and new perspectives on, the most effective and widely-used lifetime gifting strategies, from creative uses of annual exclusion gifting to the most complex structuring of grantor retained annuity trusts and charitable split interest trusts. Vitielllo examined a hypothetical of how to incorporate multiple strategies into a tailored estate plan for an ultra-high-net-worth individual. Attendees walked away with a strong working knowledge (and great outline) of the major estate planning tools, and an appreciation for how to analyze a case and develop a complex estate plan.

With a legal background that encompasses almost two decades of practice in sophisticated estate planning for high and ultra-high net worth individuals, Vitiello is regularly consulted on complex tax controversies against the IRS, hard-fought estate litigation matters, and post-death estate administrations. He has authored a specialty chapter on Grantor Retained Annuity Trusts (GRATs) for the American Bar Association’s national publication: Practical Guide to Estate Planning, and he has been recognized by top industry magazines such as Worth Magazine’s “Top 100 Attorneys” list for all years of its publication (2005-2008), and more recently named in Best Lawyers (2011-2012) and Super Lawyers.

For more information, please contact Anthony Vitiello at (973) 535-0500 or

About the American Institute of Certified Public Accountants (AICPA)

The American Institute of Certified Public Accountants (AICPA) is the largest national professional association of certified public accountants in the United States, with more than 330,000 members in business and industry, public practice, government, and education, and it includes student affiliates and international associates. The organization sets ethical standards for the profession and U.S. auditing standards for audits of private companies; federal, state, and local governments; and nonprofit organizations.

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