Jeffrey M. Verdon Law Group, LLP
Ph: 949-988-0939

Announcing New Video Release -- The HYCET Trust® "Have Your Cake & Eat It Too"

Have-Your-Cake-And-Eat-It-Too-720x380.png

Dear Clients, Colleagues, and Friends,

In 2011, in response to the new $5M gift tax exemption, we introduced The HYCET Trust®. This trust allows you to reclaim the gift if you later need or want it back. The popularity of this trust has been nothing short of remarkable because of its multipurposes - flexibility, asset protection, and estate tax savings.

We have just released our new video on The HYCET Trust. Click here to view. Feel free to share this video with your CPA or financial advisor.

What is The HYCET Trust?

Ask yourself, wouldn't it be great if you could make a gift and still reclaim the gifted assets if you need or want to? Well, you can with the "Have Your Cake and Eat it Too" HYCET Trust.

The HYCET Trust is the trust for today's times. Since the estate and gift tax laws have now been made permanent, the right trust vehicle can help you make the $5.45M gift tax exemption in a way that your trustee can accommodate you should you have donor's remorse, or later need or want to recapture all or part of the gifted assets. Conventional irrevocable gift trusts do not afford the donor the ability to reclaim the gifted assets once made. This is why you get to have your cake and eat it too!

We invite you to contact us for additional information on how you can protect your assets and legacy with The HYCET Trust.

No Comments

Leave a comment
Comment Information
Email Us For A Response

How Can we help You?

Bold labels are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Privacy Policy

Newport Beach Office
1201 Dove Street
Suite 400
Newport Beach, CA 92660

Phone: 949-988-0939
Fax: 949-263-1333
Map & Directions

Redwood City Office
303 Twin Dolphin Drive
6th Floor
Redwood City, CA 94065

Map & Directions