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Jay Zigmont
Case Studies in Childfree Life, Financial, Estate and Tax Planning
What does life, financial, estate, and tax planning look like when you never have kids? Does that much really change? Join Jay Zigmont, Childfree Wealth Specialist® for a dive…
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Alan Gassman
Why Our Trusts Are Different than All Other Trusts
Gassman, Crotty & Denicolo, P.A. have been developing their trust forms since 1984, and have accumulated and assembled a great many provisions and structures within revocable…
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Alan Gassman
Estate Planning Masterclass #5: Business Succession and Special Estate Planning Needs
In this session, Alan Gassman, JD, LLM will cover these key topics:Business succession planningBuy-sell agreements.Strategies to pass businesses to heirs tax-efficiently.…
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Alan Gassman
Estate Planning Masterclass #1: Introduction to Estate Planning Essentials
This is the first of a five session Masterclass program featuring estate planning attorney Alan Gassman, JD, LLM.In this session, Alan will educate you on these key topics:…
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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…
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