ideally that is the plan. however, I am waiting for probate to complete on an estate, and it is uncertain if the funds will be distributed to the beneficiaries before year end. We will be gifting to a family member from my portion of the inheritance, and we don't want to gift until those funds are distributed. so yes, $30k this and a similar amount in January would be perfect. It's a long story (as many are involving family and inheritances), but we want to get this issue behind us, get the gift done, and move on. But if the total gift can't happen until January, the amount in excess simply reduces our lifetime gift amount from the $11.58 million. We aren't in any danger of exceeding that amount. I don't see any concern in handling it that way, but just sanity checking that understanding in the community.
