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 Estate & Wealth Advisors
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 Estate & Wealth Advisors in 2014 as an Estate Planning Paralegal and Marketing Coordinator and quickly rose to several supervisory and management positions. He joined Schomer Estate & Wealth Advisors with almost a decade of estate planning experience Read More!
Latest posts by Cesar Gil (see all)
- Best of LA 2026: Schomer Estate and Wealth Advisors Named a Top Trusts and Estates Law Firm - June 9, 2026
- The Essential Steps to Prevent Litigation in Estate Planning: A Certified Specialist’s Perspective - June 11, 2025
- Legacy Protection After Memorial Day: A Guide to Estate Planning for Families and Retirees - May 28, 2025
