EFTA02507585.pdf

From: 9 la Sent: Sunday, March 15, 2015 2:50 PM To: Jeffrey E. Subject: RE: Answer to the question you posed yesterday... Couldn't they "purchase" the stock to avoid =he gift tax? From:=/b> =effrey E. [mailto:[email protected]] Sent: Sunday, March =5, 2015 10:48 AM To: g Subject: Re: Answer to the =uestion you posed yesterday... the =onsideration would have to be to gift tax. you could not gift =our son the value of over 5million . without paying 60 percent of the =ransfer value at the moment of transfer.. your wife could =et it, but you would never be able to get it back if she decided to =eave you On Sun, =ar 15, 2015 at 10:09 AM, g <Ilia> =rote: Jeffrey, <=o:p> Attached =re my thoughts from the question you posed to me =esterday. <=o:p> Obviously =his will not work for all your clients, but maybe a few could benefit =rom the idea. I would =ove your feedback. <=o:p> Good =alking with you yesterday. See you =oon. Gerry</=:p> EFTA_R1_01638312 EFTA02507585 -- =0:p> please =ote The information contained =n this communication is confidential, may be attorney-client =rivileged, may constitute inside information, and is intended only =or the use of the addressee. It is the property =f JEE Unauthorized use, disclosure or copying of =his communication or any part thereof is strictly prohibited and =ay be unlawful. If you have received this communication in error, =lease notify us immediately by return e-mail or by e-mail to [email protected], and destroy this =ommunication and all copies thereof, including all attachments. =opyright -all rights =eserved 2 EFTA_R1_01638313 EFTA02507586