Pushing the Limits of Estate & Tax Law?”
A Case Study
Stewart Darrell, CFA of Harris Financial Advisors
Kelly and Ellen are lifelong friends. After graduating from college, they start a software company together. Over the next 20 years, the company grows into an industry leading enterprise. With valuations high, they decided to sell the company. One of their primary estate planning goals is to transfer a portion of the proceeds to their respective children in a tax efficient manner without impacting their lifetime gift exemptions. The strategies they use may surprise you.
Please join us in a case study format as we debate if they have pushed the limits of estate and tax law too far.
For SBEPC Members Only
As Managing Director at Harris Financial Advisors, Stewart oversees all aspects of the client experience and is responsible for setting the strategic direction of the firm. With nearly 20 years in the financial world, he is focused on helping families sustain and build their wealth through investment management and advanced financial planning. He is a graduate of Duke University and is a CFA charterholder.