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Estate Planning Masterclass: Bonus Session—Critical Topics We Didn't Have Time to Cover
Join us for a special bonus session covering advanced estate planning strategies, special situations, and key planning opportunities that we were unable to address during the…
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Alan Gassman
Preview of Estate Planning Masterclass for Mass Affluent + Member Update
Join me and our estate planning experts, Alan Gassman and Scott Levin, for a preview of the Estate Planning Masterclass to be held on May 20, May 27, June 3 and June 10. This four…
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Estate Planning Masterclass #1: Tax-Smart Strategies for Inheriting or Passing on Large IRAs and Other Major Assets
OverviewThe most consequential estate planning decisions don’t happen when documents are drafted—they happen when assets are received. Whether it’s a large IRA, a concentrated…
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Estate Planning Masterclass #2: Estate Planning for Digital Assets and Real Estate Trusts
Session 2: Estate Planning for Digital Assets and Real Estate TrustsSubtitle: Control, Access, and Transfer in Modern PortfoliosOverviewThis session addresses two critical and…
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Estate Planning Masterclass #3: Best Estate Planning Ideas for Clients with $2–$5 Million
Session 3: Estate Planning Strategies for $2–$5 Million ClientsSubtitle: High-Impact Planning Without OverengineeringOverviewThis session focuses on practical, high-leverage…
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