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Bob and Paige Are Married and Live in a Common

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Bob and Paige are married and live in a common law state.Bob owns some real estate (fair market value of $520,000)which they would like to give to their five adult married children.The spouses of their children (e.g. ,son-in-law,daughter-in-law)are to be included in the gifts.Bob and Paige do not want to use any of their unified transfer tax credit.Assuming a constant annual exclusion in the amount of $13,000,suggest a viable way to structure the transfer.


Definitions:

Horizontal Analysis

A financial analysis technique that compares historical financial data over a series of reporting periods, or of different companies during the same period.

Certain Date

A specific, determined point in time, often mentioned in contracts and agreements.

Percentage Increase

A measure expressed as a percentage that represents the magnitude of an increase in a value or quantity compared to its original value.

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