2011 Q 1 A

so they said Becker has the following 2 “Immediate” Objectives. I took this to mean that for Objective 1, he plans to sell the shares “immediately”… Clearly this was the wrong point of view to take and the Revocable Trust was the correct choice. I guess the key here is that he is doing estate planning which primary purpose is to pass assets over to next generations, etc in most efficient way. I should have known better? Anyone else find this question interesting?