Live Webinars
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:…
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…
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…
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…
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…