Brad Stark, Estate Planning
Mission Wealth Management
805-882-2360
www.missionwealth.com
Segment 1
Today in History
Percent in escrow over $1,000,000 since 2007
Granada Tower Penthouse Residence: $4,000,000
Segment 2
Brad Stark, Estate Planning
Was 2010 a good year to die?
History of Estate Taxes
Who is impacted?
New tax laws
Segment 3
Brad Stark, Estate Planning
How to reduce estate taxation:
Gifting, insurance, Charitable Remainder Trust,
Qualified personal residence trust and more
Segment 4
Weekly MLS Update
