PIPE DREAMS CAN COME TRUE: GIFTING OPPORTUNITIES 2023 AND ONWARD
Written by David A. Hjorth, ChFC, CLU, AEP* and Jon J. Gallo, Esq.**
A note from the author: The following article was originally written in partnership with Attorney Jon Gallo. I was most fortunate to originally meet Jon 35 years ago when I was asked to assist with a complicated business and estate planning case. After receiving a short list of outstanding attorneys, Jon was definitely on the top of the list with his articulate and technical knowledge, which complimented both his humble and humorous disposition. I am grateful that Jon and I had the opportunity to work jointly on many cases together.
When the original article was published in 2012, we agreed that we would revisit the concepts presented at a future date. Unfortunately, Jon passed away in 2014, so we did not have the opportunity to readdress these topics jointly. In honor of my good friend, Jon Gallo, I am carrying on his legacy by providing updated information on these important ideas.