Recently I appeared on "Blueprint for Wealth," and discussed why the remaining days of 2011 provide a unique opportunity for estate planning. You can listen to the 15 minute interview by clicking on the link below. In particular, a recent federal tax case, Petter v. Commissioner, No. 10-71854 (9th Cir., August 4, 2011), which is discussed at the end of the interview, teaches us how asset transfers can be used to benefit both your family and charity to the detriment of the IRS.
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