Wealth Transfer Group

Wealth Transfer Group

The Wealth Transfer Group is a consulting firm that provides estate planning services. They serve only clients with estates worth more than US$ 10,000,000.

In 2006, the Wealth Transfer Group sued former Aetna CEO John W. Rowe for infringement of a tax patent it owns. [ [http://www.iht.com/articles/2006/10/19/business/norris20.php Norris Floyd, "Patent Law is Getting Tax Crazy", "International Herald Tribune", October 19, 2006] ] The patent was US patent|6567790, entitled "Establishing and managing grantor retained annuity trusts funded by nonqualified stock options". [ [http://www.bakosenterprises.com/IP/B-10152006/IPB-10152006.html Nowotarski, Mark, "Tax Strategies?", Insurance IP Bulletin, October 15, 2006] ] This case has been settled for undisclosed terms. [ [http://online.wsj.com/article/SB117383751682136325.html Herman, Tom, "Patents on Tax-Related Ideas Stir Worry", "Wall Street Journal", March 14, 2007] ]

References

External links

* [http://www.wealth-transfer.com/index.html Wealth Transfer Group home page]


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