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Episode 8 part 1 Gifting

By Todd Whatley


We delve into an issue that comes up in LOTS of cases and is a planning tool in many cases.  We don’t discuss planning just yet but in Part one we cover the basics up to the “Penalty Period”.  Let me know if you have questions at

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Todd Whatley

Todd Whatley is a Certified Elder Law Attorney with 20+ years of experience and is past President of the National Elder Law Foundations.