EFTA02507608.pdf

From: jeffrey E. <[email protected]> Sent: Sunday, March 15, 2015 2:53 PM To: Subject: Re: Answer to the question you posed yesterday... they would have to have real funds. a note from a f=mnily member is difficult On Sun, Mar 15, 2015 at 10:49 AM, > wrote: Couldn't they "purchase" the=stock to avoid the gift tax? From: jeffrey E. [mailto:[email protected] Sent: Sunday, March 15, 2015 10:48 AM To: g =b>Subject: Re: Answer to the question you posed yesterday...=/u> the consideration would have to be to gift tax. you co=ld not gift your son the value of over 5million . without paying 60 percen= of the transfer value at the moment of transfer.. your wife =ould get it, but you would never be able to get it back if she decided to =eave you <=> On Sun, Mar 15, 2015 at 10:09 AM > wrote: Jeffrey, Attached are my thoughts from the question you pose= to me yesterday. =/u> Obviously this will not work for all your cl=ents, but maybe a few could benefit from the idea. I would love your feedback. Good talking with =ou yesterday. =fp> EFTA_R1_01638356 EFTA02507608 See you soon. Gerry <=u> =C24, please note The information contained in this communication is co=fidential, may be attorney-client privileged, may constitute inside inf=rmation, and is intended only for the use of the addressee. It is the p=operty of JEE Unauthorized use, disclosure or copying of this com=unication or any part thereof is strictly prohibited and may be unlawfu=. If you have received this communication in error, please notify us im=ediately by return e-mail or by e-mail to [email protected] <mailto:jeevacation=gmail.com> , and destroy thi= communication and all copies thereof, including all attachments. copyr=ght -all rights reserved </=iv> 40=A0 please note The information contained in this communicati=n is confidential, may be attorney-client privileged, may constitute=inside information, and is intended only for the use of the addressee. =t is the property of JEE Unauthorized use, disclosure or copying of =his communication or any part thereof is strictly prohibited and may=be unlawful. If you have received this communication in error, please n=tify us immediately by return e-mail or by e-mail to [email protected] <mailto:[email protected]> , and =estroy this communication and all copies thereof, including all attachm=nts. copyright -all rights reserved 2 EFTA_R1_01638357 EFTA02507609