A comprehensive guide to giving well to family members
Giving is at the core of family life–and with current law allowing up to $5, 120, 000 in tax-free gifts, at least through December 2012, the ultra-affluent are faced with the task of giving at perhaps largest scale in history. Beyond the tax saving and wealth management implications, giving to family members opens up a slew of thorny questions, the biggest of which is, ‘How do I prepare recipients of such large gifts?’ Wi...
Table des matières
Preface xv
Acknowledgments xix
Introduction xxv
Chapter 1 The Elephant in the Room 1
Grandparents’ Checks 2
When Giving Becomes an Opportunity 4
Ch...
A propos de l’auteur
JAMES E. HUGHES JR., ESQ., is a resident of Aspen, Colorado, and a retired attorney. Jay is the author of Family Wealth: Keeping It in the Family, and of Family...
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