Category

Live Webinars

Alan Gassman
Estate Planning Masterclass #2: Advanced Wealth Transfer Strategies
In this session, Alan Gassman, JD, LLM will cover these key topics:Lifetime gifting strategies:Annual exclusion giftsLeveraging the lifetime gift tax exemptionUsing family limited…
Register
Alan Gassman
Estate Planning Masterclass #3: Leveraging Trusts in Estate Planning
In this session, Alan Gassman, JD, LLM will cover these key topics:Revocable vs. irrevocable trusts: benefits and trade-offs.Trust structures for specific goals:Dynasty trusts for…
Register
Alan Gassman
Estate Planning Masterclass #4: Tax Minimization Strategies in Estate Planning
In this session, Alan Gassman, JD, LLM will cover these key topics:Techniques for reducing estate tax exposure:Valuation discounts for minority interests.Lifetime exemption…
Register
Bob Keebler
Planning Now For the 2026 CLIFF
The scheduled reduction of the Federal Estate Exemption amount by one half on January 1st 2026 is causing a great many affluent taxpayers to consider what actions to take with…
Register
Jeremy Curtis
Estate Planning for Advisors: From Basics… to Brain Surgery
Join attorney Jeremy Curtis, JD, MS, CFP® of The Curtis Law Firm, PLLC (Houston, Texas), for a dynamic and visually engaging presentation covering essential estate planning topics…
Register