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(Solved): he Borelli family owns a diverse portfolio of assets, including a successful casino business, a larg ...



he Borelli family owns a diverse portfolio of assets, including a successful casino business, a large ranch where they live and enjoy the isolation, and significant stock holdings. Anthony Borelli, aged 75 and in rapidly declining health, is concerned about minimizing estate taxes in their community property state. Anthony and spouse Kathleen want to support their adult children and grandchildren today and in the future. The family's assets are currently valued as follows: - Borelli Casino (publicly traded): $50 million - Family Ranch: $2 million - Publicly traded stock portfolio: $40 million - IRA asset owned by Anthony: $1,000,000 If Anthony died this year, which postmortem?planning technique would be available to?Kathleen?



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