Clifford is an 80 year old wealthy business man who will probably live another 10 years.  He has vast wealth including a 10 million home in Florida and $5mm worth of Apple common stock.  He has a loving family including 3 children and 5 grandchildren and he is very much involved with his charity work with the American Red Cross. What estate planning techniques would you recommend to him based on what we discussed in class?

Answer rating: 100% (QA)

Gifting annually Yes each and every year Gifting of an ... View the full answer