EFTA Document EFTA01803032

From: g < Sent: Sunday, March 15, 2015 2:56 PM To: Jeffrey E. Subject: RE: Answer to the question you posed yesterday... Well; it was just a thought... Of course, like I said, my mind will continue to work on the problem =ntil it's solved (whether I want it to or =ot). Talk to you soon. From: =/b> =effrey E. [mailto:[email protected]] Sent: Sunday, March =5, 2015 10:53 AM To: g Subject: Re: Answer to the =uestion you posed yesterday... they =ould have to have real funds. a note from a famnily member is =ifficult On Sun, =ar 15, 2015 at 10:49 AM, g < =rote: Couldn't they "purchase" the stock to avoid =he gift tax? From: =/b> =effrey E. [mailto:[email protected] <mailto:[email protected]> ) Sent: Sunday, =arch 15, 2015 10:48 AM To: g Subject: Re: Answer to =he question you posed yesterday... the =onsideration would have to be to gift tax. you could not gift =our son the value of over Smillion . 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 EFTA_R1_00146295 EFTA01803032 On Sun, Mar =5, 2015 at 10:09 AM, g Jeffrey, <=o:p> Attached =re my thoughts from the question you posed to me =esterday. 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> =o:p> =nbsp; please note > =rote: The =nformation contained in this communication is confidential, may be =ttorney-client privileged, may constitute inside information, and is =ntended only for 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_00146296 EFTA01803033 -- =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 3 EFTA_R1_00146297 EFTA01803034