Patrick Newton

Capturing an Annual Exclusion Gift to Spouse

People with potential taxable estates should consider maximum utilization of the Annual Exclusion. The Annual Exclusion is an amount a person (the Donor) can give to another person (the Donee) without any gift tax consequences…more
| Taxation, Wills, Trusts, & Estate Planning
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233 Mine Mountain Dr.
Pisgah Forest, NC 28768, United States

  • 828-384-3700

Areas of Practice
  • Wills, Trusts, & Estate Planning
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