Mei Sun Li and Ann Li

  • October 3, 2018

When my dad died, he left his estate in the form of several trusts. Until that point in time, my sister and I had never heard the term “1031 Exchange” (a tactic to defer capital gains taxes). Jack McCann came to the rescue.

The process is arduous, complex and a headache but well worth the effort. With Jack as an advisor, you are in safe territory.  He is truly a partner and almost acts like your favorite caring brother. Jack is responsive, knowledgeable, nimble at researching an obscure requirement, and a delight over all to work with.

My sister Ann and I survived the process and we thank Jack for the sense of safety and ease that he brought to the table.