NOE VALLEY LAW
1330 Castro Street, San Francisco, California 94114

ROBERT T. RODDICK, ATTORNEY AT LAW - (415) 641-8687


An Estate Planning Lawyer with a 95% Estate/Probate Practice and Over Thirty Five Years Experience


Noe Valley Merchants & Professionals Association
   
Most Asked Questions

11) What is stopping me from just giving my property away before I die?

Nothing, in fact, it is a wonderful experience; however, when one gives a value in excess of the Annual Gift Exclusion per donee, the amount in excess is deducted from the unified credit and reduces the Life Time Estate Tax Exemption. Furthermore, the gift carries the donor's basis for Capital Gains purposes, as opposed to the stepped up basis one receives on property passing as a result of death. Therefore, it is recommended that any gift be limited to the Annual Gift Tax Exclusion per donee and usually be in cash.

Let more than thirty years experience go to work for you.
Call for an appointment.
 
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Noe Valley Law Offices
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