Ask the Expert: Gifting and the New Gift and Estate Tax Exclusion Numbers

Evan H. Farr, CELA, Fredericksburg Fairfax Elder LawQ. My son, Eric, recently got married to Jennifer, and my mother, Olivia, would like to give them a gift of $10,000 for their nest egg. She also has a history of giving small monthly gifts to the animal shelter. If my mother requires nursing home care next year (which we think is possible), would she be penalized for the gift she gives to Eric and Jennifer and the recurring donations to the animal shelter?

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