Disclaimer

Some pages on this website may reference laws or legal interpretations that are no longer current. Laws change, courts interpret them differently, and every case is unique. The information provided here is for general educational purposes only and is not a substitute for legal advice about your specific situation.
You are not our client unless and until we enter into a written fee agreement, signed by both you and us, that clearly states the scope of legal work we are undertaking on your behalf. Until that time, please consult directly with an attorney of your choosing to obtain advice tailored to your circumstances.

Use that GIFT Exemption NOW

The current federal gift tax exemption amount is $5.12m.  It truly is a gift. I had the pleasure of speaking about this topic to a group of high net worth individuals at Granite Bay Country Club last night. The current federal gift exemption is unprecedented and it’s set to expire December 31, 2012. Our office does a lot of high net worth estate planning. Using the exemption now is crucial to good planning!  There are some great options including setting up a family dynasty trust.  Let’s talk NOW to see what your options are to keep the money in your family rather than Uncle Sam’s family!   -John

Call Us Today