EFTA02450575.pdf

From: jeffrey E. <[email protected]> Sent: Tuesday, September 20, 2016 10:45 AM To: Tom Barrack Private Subject: basic things to think about h=tps://www.l-wlaw.com/uncertainty-estate-planning-changes-coming-family-lim=ted-partnerships/ <https://www.l- wlaw.com=uncertainty-estate-planning-changes-coming-family-limited-partnerships/> ht=ps://www.pnc.com/content/dam/pnc- com/pdf/personal/Hawthorn_PNC_Family_Weal=h/GRATs%20An%20Overview.pdf <https://www.pnc.com/content/dam/pn.- com/pdf/personal/Hawthorn_PNC_Family_Wealth/GFtATs%20An%20Overview.pdf> move money out of your estate=. even if you were to give most to charity, there =re still tax risks ie your charity will get less. =he govt more documents, o p units. =AO shareholder agreement. past partnerships. each normal=y allows for transfers. as other members are family Trustees.? bank or law firm as one of three. . =C2 executor. only collects info and pays tax. =C2 your will should say not=ing more than everything I own I leave to the TB pourove= trust. .( the details of how much and to which names , remain= private, including gifts to certain friends etc. and th= press is out of luck instead of leaving your kids a lu=p sum distributable at a certain age. ( the common mista=e ). leave them money to be paid every month for the res= of their lives. ie the Barrack social security plan &qu=t; =C2 please note The information contained in this communication =s confidential, may be attorney-client privileged, may constitute in=ide information, and is intended only for the use of the addressee. It =s the property of JEE Unauthorized use, disclosure or copying of thi= communication or any part thereof is strictly prohibited and may be=unlawful. If you have received this communication in error, please noti=y us immediately by return e-mail or by e-mail to [email protected] <mailto:[email protected]> , and des=roy this communication and all copies thereof, including all attachment=. copyright -all rights reserved EFTA_R1_01549540 EFTA02450575