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HomeNewsBlogWandryment and Merryment: Using Defined Value Clauses to Avoid Gift Taxes

Wandryment and Merryment: Using Defined Value Clauses to Avoid Gift Taxes

Journal of Passthrough Entities
One of the more difficult strategies in estate planning is to maximize the lifetime transfers of discounted assets within the lifetime exclusion.

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Please be advised that any response to this email does not create an attorney-client relationship and, therefore, no attorney-client privilege is attached by this communication. You should not send any confidential information to the firm until you have received a written agreement from the firm to perform legal services on your behalf. Unless you have received such a written agreement, we will not consider any correspondence you send us as confidential. Do you agree with these terms?
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