1. * 2. * International Boutique Trusts and Estates firm specializing in sophisticated multigenerational asset transfers. * Recognized both nationally by Martindale Hubbell…
1. 5 Major PointsPharr Valuation & Business Services, LLC 1 2. 5 Major Points1. Why Me2. What It Is (What It “Ain’t”)3. Why You May Need it4. Business Valuation…
What Is the Annual Gift Tax Exclusion in California? www.norcalplanners.com 1 WHAT IS THE ANNUAL GIFT TAX EXCLUSION IN CALIFORNIA? âYou have to be aware of federal transfer…
What Is the Annual Gift Tax Exclusion in California? www.norcalplanners.com 1 WHAT IS THE ANNUAL GIFT TAX EXCLUSION IN CALIFORNIA? âYou have to be aware of federal transfer…
Slide 1 1 The Top Ten Charitable Planning Ideas for the Current Environment Kathryn W. Miree & Associates, Inc. October 10, 2012 Slide 2 2 The Charitable Environment…
Slide 1 HELTER SHELTER WHAT TO RECOMMEND FOR MARRIED CLIENTS WHOSE ESTATE PLANNING DOCUMENTS PROVIDE FOR THE ESTABLISHMENT OF A CREDIT SHELTER TRUST ON THE FIRST DEATH HOW…
Learning Objectives 5â1 Identify the purpose and basic features of the federal generation-skipping transfer tax (GSTT). Â 5â2 Analyze a situation to identify types and…