Wealth Transfer Group
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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.[1] The patent was U.S. Patent 6,567,790, entitled "Establishing and managing grantor retained annuity trusts funded by nonqualified stock options".[2] This case has been settled for undisclosed terms.[3]
[edit] References
- ^ Norris Floyd, "Patent Law is Getting Tax Crazy", International Herald Tribune, October 19, 2006
- ^ Nowotarski, Mark, "Tax Strategies?", Insurance IP Bulletin, October 15, 2006
- ^ Herman, Tom, "Patents on Tax-Related Ideas Stir Worry", Wall Street Journal, March 14, 2007
[edit] External links
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