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- Wealth_Transfer_Group abstract "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 Rowe for infringement of a tax patent. The patent, U.S. Patent 6,567,790, entitled "Establishing and managing grantor retained annuity trusts funded by nonqualified stock options", covers WTG's SOGRAT (Stock Option Grantor Retained Annuity Trust) system of minimizing gift tax. The case has been settled for undisclosed terms.The SOGRAT case is often cited both by those that favor tax patents as well as those that seek to have them banned.On January 12, 2011, the director of the USPTO initiated a reexamination of US patent 6,567,790. The reexamination serial number is 90/009,868.".
- Wealth_Transfer_Group country United_States.
- Wealth_Transfer_Group wikiPageExternalLink index.html.
- Wealth_Transfer_Group wikiPageID "14253694".
- Wealth_Transfer_Group wikiPageRevisionID "554758999".
- Wealth_Transfer_Group hasPhotoCollection Wealth_Transfer_Group.
- Wealth_Transfer_Group subject Category:Tax_avoidance.
- Wealth_Transfer_Group subject Category:Taxation_in_the_United_States.
- Wealth_Transfer_Group type Agent.
- Wealth_Transfer_Group type Company.
- Wealth_Transfer_Group type Organisation.
- Wealth_Transfer_Group type Organization.
- Wealth_Transfer_Group type Agent.
- Wealth_Transfer_Group type SocialPerson.
- Wealth_Transfer_Group type Thing.
- Wealth_Transfer_Group comment "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 Rowe for infringement of a tax patent. The patent, U.S. Patent 6,567,790, entitled "Establishing and managing grantor retained annuity trusts funded by nonqualified stock options", covers WTG's SOGRAT (Stock Option Grantor Retained Annuity Trust) system of minimizing gift tax.".
- Wealth_Transfer_Group label "Wealth Transfer Group".
- Wealth_Transfer_Group sameAs m.03cz8qy.
- Wealth_Transfer_Group sameAs Q7978023.
- Wealth_Transfer_Group sameAs Q7978023.
- Wealth_Transfer_Group wasDerivedFrom Wealth_Transfer_Group?oldid=554758999.
- Wealth_Transfer_Group isPrimaryTopicOf Wealth_Transfer_Group.