From: "Jeffrey E." <jeevacation@gmail.com>
To: g
Subject: Re: Answer to the question you posed yesterday...
Date: Sun, 15 Mar 2015 14:58:02 +0000
don't stop thinking. its fun its just like Im an alien until you say im not. i love it
On Sun, Mar 15, 2015 at 10:56 AM, g . > wrote:
Well; it was just a thought...
Of course, like I said, my mind will continue to work on the problem until it's solved (whether I want it to or not).
Talk to you soon.
G
From: Jeffrey E. [mailtoleevacationegmail com
Sent: Sunday, March 15, 2015 10:53 AM
To: g
Subject: Re: Answer to the question you posed yesterday...
they would have to have real funds. a note from a famnily member is difficult
On Sun, Mar 15, 2015 at 10:49 AM, g < > wrote:
Couldn't they "purchase" the stock to avoid the gift tax?
From: Jeffrey E. [mailto:jeevacation@gmail.com
Sent: Sunday, March 15, 2015 10:48 AM
To: g
Subject: Re: Answer to the question you posed yesterday...
the consideration would have to be to gift tax. you could not gift your son the value of over 5million . without
paying 60 percent of the transfer value at the moment of transfer.. your wife could get it, but you would
never be able to get it back if she decided to leave you
EFTA00862145
On Sun, Mar 15, 2015 at 10:09 AM, g < > wrote:
Jeffrey,
Attached are my thoughts from the question you posed to me yesterday.
Obviously this will not work for all your clients, but maybe a few could benefit from the idea.
I would love your feedback.
Good talking with you yesterday.
See you soon.
Gerry
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Unauthorized use, disclosure or copying of this
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please note
EFTA00862146
The information contained in this communication is
confidential, may be attorney-client privileged, may
constitute inside information, and is intended only for
the use of the addressee. It is the property of
JEE
Unauthorized use, disclosure or copying of this
communication or any part thereof is strictly prohibited
and may be unlawful. If you have received this
communication in error, please notify us immediately by
return e-mail or by e-mail to jeevacation@gmail.com, and
destroy this communication and all copies thereof,
including all attachments. copyright -all rights reserved
please note
The information contained in this communication is
confidential, may be attorney-client privileged, may
constitute inside information, and is intended only for
the use of the addressee. It is the property of
JEE
Unauthorized use, disclosure or copying of this
communication or any part thereof is strictly prohibited
and may be unlawful. If you have received this
communication in error, please notify us immediately by
return e-mail or by e-mail to jeevacation@gmail.com, and
destroy this communication and all copies thereof,
including all attachments. copyright -all rights reserved
EFTA00862147