Case File
efta-02507585DOJ Data Set 11OtherEFTA02507585
Date
Unknown
Source
DOJ Data Set 11
Reference
efta-02507585
Pages
2
Persons
0
Integrity
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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
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