Mort Inc. Action Plan 1) Execute GRAT document 2) Execute pourover trust document 3) Transfer all shams of Mort Inc. from JE to GRAT 4) On 2013 Gift Tax Return (Form 709) record gift to GRAT at fair market value equal to -0- EFTA00307551
Mort Inc. Action Plan 1) Execute GRAT document 2) Execute pourover trust document 3) Transfer all shams of Mort Inc. from JE to GRAT 4) On 2013 Gift Tax Return (Form 709) record gift to GRAT at fair market value equal to -0- EFTA00307551