Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a “qualified disclaimer,” the client isn’t treated as having made a taxable gift. This can be a great result for the client in the right circumstances. Read on to learn more.
Operations Director at Schomer Law Group
Cesar Gil has the primary responsibility of ensuring that the business has the best working environment and processes. He manages the implementation of business guidelines and strategies to ensure everything runs smoothly and in accordance with any guidelines. He joined Schomer Law Group in 2014 as an Estate Planning Paralegal and Marketing Coordinator and quickly rose to several supervisory and management positions. He joined Schomer Law Group with almost a decade of estate planning experience.
Cesar has received his Masters of Science in Integrated Design, Business and Technology from the University of Southern California.
Cesar has received his Masters of Science in Integrated Design, Business and Technology from the University of Southern California.
Latest posts by Cesar Gil (see all)
- Protecting Your Digital Assets: What Happens to Your Online Accounts After You Pass Away? - March 23, 2023
- Peace of Mind in Contentious Probates: Why a Professional Fiduciary is Essential - March 20, 2023
- Expertise, Objectivity, and Efficiency: Why Single Individuals Need a Professional Fiduciary in their Estate Plan - March 18, 2023
