InKnowVision January 2014 HNW Technical Webinar - GDOTs

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In this webcast we will look at two private business owner clients who followed our recommendation to recap their company stock and sell to a GDOT (defective trust).

Then promptly asked, "How do we decide how much stock should we sell/gift to our new trust?"

Cash flow, income tax, long term comfort are all issues that come into play. We will discuss our custom methodology for helping these successful business owners make the right choice.

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