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RE: Answer to the question you posed yesterday...
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G
g Mar 15, 2015 10:09 AM
To
Attached =re my thoughts from the question you posed to me =esterday.
Obviously =his will not work for all your clients, but maybe a few could benefit =rom the idea.
I would =ove your feedback.
Good =alking with you yesterday.
See you =oon.
Gerry
J
Jeffrey E. Mar 15, 2015 10:48 AM
To
g
the =onsideration would have to be to gift tax. you could not gift =our son the value of over 5million . without paying 60 percent of the =ransfer value at the moment of transfer.. your wife could =et it, but you would never be able to get it back if she decided to =eave you
9
9 la Mar 15, 2015 2:50 PM
To
Jeffrey E.
Couldn’t they “purchase” the stock to avoid =he gift tax?