Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A.
Oftentimes, the parties may contemplate having the party with the assets transfer them by gift to the other spouse (a tax-free gift under the gift tax marital deduction), and then the receiving spouse makes a gift to the third party applying his or her own unified credit. The question in these circumstances is whether the IRS will respect the transaction and allow the receiving spouse's unified credit to be applied to the gift to the third party, or whether it would seek to apply the “substance over form” doctrine to treat the gift as coming from the spouse who transferred the assets to the other spouse and does not have enough unified credit to fully cover the gift.
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Sentiment Analysis
Klingsberg were an excellent choice for what i needed done, and I'd absolutely do business through their firm again.
He is extremely knowledgeable at structuring gifting and tax (personal and corporate) issues.
I have been under the care of this law firm for more than 18 years on estate planning, business ventures, tax analysis, charity, and other personal legal matters for the four generations of my family.
We are extremely pleased with the examplary thoroughness of their legal services and highly recommend them.
I am a Florida CPA and have worked with Gutter, Chaves, et al on mutual clients for close to 20 years and they are by far one of the best law firms in the State of Florida.
Gutter Chaves has been our law firm for 10 years for both business planning, real estate as well as with tax advise.
As one of the senior members of a wealth management team with a global practice, it is rare to find a law firm that has such depth and experience.
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