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The Law Firm Of Steven F Bliss Esq.

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Map To The Law Firm of Steven F. Bliss Esq. | Steve Bliss Law Probate Attorney

Estate Lawyer San Diego
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Probate Attorney San Diego
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Probate Lawyer San Diego
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Estate Planning Attorney San Diego
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Estate Planning Lawyer San Diego
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Trust Attorney San Diego
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Wills and Trusts Lawyer San Diego
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Wills and Trusts Attorney San Diego
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
San Diego Estate Attorney
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
San Diego Estate Lawyer
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
San Diego Probate Attorney
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
San Diego Probate Lawyer
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
San Diego Probate Attorney
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
San Diego Probate Lawyer
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
San Diego Estate Planning Attorney
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
San Diego Estate Planning Lawyer
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
San Diego Trust Attorney
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
San Diego Trust Lawyer
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
San Diego Wills and Trusts Attorney
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
San Diego Wills and Trusts Lawyer
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Estate Attorney
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Estate Lawyer
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Probate Attorney
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Probate Lawyer
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Estate Planning Lawyer
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Trust Attorney
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Trust Lawyer
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Wills and Trusts Attorney
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Wills and Trusts Lawyer
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
The Law Firm Of Steven F. Bliss Esq.
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800

The Law Firm Of Steven F Bliss Esq. Estate Lawyer San Diego is the best known Steve Bliss Law San Diego Probate Lawyer. We chose a href steveblisslaw com Steve Bliss Law Estate Lawyer. Steve Bliss is the best known Living Trust Attorney San Diego in the area. From San Diego and all around Estate Planning Lawyer San Diego is famous for Steve Bliss Law. steveblisslaw Trusts Attorney. SteveBlissLaw San Diego Trust Lawyer Steve Bliss Law Estate Planning Attorney The Law Firm of Steve Bliss Esq. Living Trust Attorney.

Another planning opportunity is to name a HEET the remainder beneficiary of a grantor retained annuity trust (“GRAT”). Because of the estate tax inclusion period (“ETIP”) rules, GST exemption cannot effectively be allocated to a GRAT until the end of the GRAT term. Thus, if the GRAT increases in value as planned, that appreciation would be partially subject to GST taxes if the remainder beneficiaries were skip persons. However, by making a HEET the GRAT’s remainder beneficiary, the need for GST exemption is obviated.

Similar to the situation with a GRAT, a HEET can also be used in conjunction with a charitable lead annuity trust (“CLAT”). With a CLAT, charity receives an annuity for a fixed term of years, and the donor’s heirs receive the assets remaining in the CLAT at the end of the fixed term. Only the present value of the CLAT’s remainder interest is subject to transfer taxes. However, it is possible to set the annuity and term to arrive at a tax-free transfer. This is referred to as a “zeroed-out” CLAT (just as GRATs can be zeroed-out). But, while the rules for allocating GST exemption to a CLAT differ from the ETIP rules for a GRAT, they still prevent a grantor from allocating GST exemption based on the value of the remainder interest at the time the CLAT was created. As with the GRAT situation, a HEET remainder beneficiary does away with the GST exemption concern.

In summary, affluent individuals who want to secure their descendants’ education and health care, who have otherwise exhausted their GST exemption, and who have an interest in charity should examine the many uses and benefits of a HEET.

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Map To The Law Firm of Steven F. Bliss Esq. | The Law Firm Of Steven F Bliss Esq. Probate Lawyer

Estate Lawyer San Diego
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Probate Attorney San Diego
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Probate Lawyer San Diego
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Estate Planning Attorney San Diego
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Estate Planning Lawyer San Diego
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Trust Attorney San Diego
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Wills and Trusts Lawyer San Diego
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Wills and Trusts Attorney San Diego
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
San Diego Estate Attorney
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
San Diego Estate Lawyer
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
San Diego Probate Attorney
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
San Diego Probate Lawyer
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
San Diego Probate Attorney
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
San Diego Probate Lawyer
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
San Diego Estate Planning Attorney
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
San Diego Estate Planning Lawyer
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
San Diego Trust Attorney
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
San Diego Trust Lawyer
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
San Diego Wills and Trusts Attorney
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
San Diego Wills and Trusts Lawyer
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Estate Attorney
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Estate Lawyer
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Probate Attorney
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Probate Lawyer
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Estate Planning Lawyer
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Trust Attorney
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Trust Lawyer
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Wills and Trusts Attorney
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
Wills and Trusts Lawyer
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800
The Law Firm Of Steven F. Bliss Esq.
3914 Murphy Canyon Rd a202, San Diego, CA 92123
(858) 278-2800

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