[WSBARP] Excise Tax on QCD

[nestor at pplsweb.com]

Client has unencumbered property and wants to add brother as a gift and then
and then refinance with brother as the main borrower.  The way I see it
Excise Tax not due on the transfer. Let me know if I am wrong.

 

I would of course have the transfer done in advance of the refinance.

 

 

Nestor Gorfinkel, Attorney at Law

Licensed in Washington & Florida

Florida Civil-Law (International) Notary

 

P Please consider the environment before printing this e-mail.

 

 

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