Updated Thursday, July 31, 2014 as of 5:24 AM ET
Portfolio - Estate Planning
Wandry Case Adds Appeal to Large Family Gifts
by: Donald Jay Korn
Monday, January 7, 2013
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The newly-passed ďAmerican Tax Relief Act of 2012" sets a permanent lifetime gift tax exemption of more than $5 million. Thus, itís likely many wealthy clients will continue to make large family gifts. If they are giving away hard-to-value assets, they might consider following a tactic from the Wandry case, decided by the Tax Court in 2012.

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