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Upstream Gifting Estate Planning

Leverage unused Estate Tax Exemptions to achieve a step-up in the cost basis of your assets.

Gift highly appreciated assets to grandparents. Your cost basis will step up to the date of death, thereby eliminating the built in capital gain.

Tricky concept to execute. Must use the right financial planners & attorneys.


Michael Engelhart thanks Adam Sandler, Esq. for the conversation and the attached article..



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