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Make Gifts Before It’s Too Late

The consensus at the 2012 Southern California Tax and Estate Planning Forum is that recapture or clawback will not occur for gifts made in 2012. And even if it does, the opportunity cost of not making a gift this year will significantly outweigh any potential harm. From Prof. Samuel Donaldson: The short answer is that individuals in a position to make large wealth transfers should most definitely strike now, as the proverbial irons…

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