September 3, 2026
Gift Tax - Medical Exemptions
Understanding the Annual Gift Exclusion and the Special Rule for Medical Expenses
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For clients who provide financial support to family members or friends, there are important gifting strategies to understand in 2026. Our latest Insight Memo explains the $19,000 annual gift exclusion and how certain medical expenses paid directly to providers may qualify for a separate exclusion—potentially allowing significant additional assistance without using the annual or lifetime gift-tax exclusion.
Read the full 2026 Insight Memo below to learn how these rules may apply to your gifting and planning.
Post
Gift Tax - Medical Exemptions
Date
September 3, 2026
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INSIGHTS