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Estate Planning
Mathematics of Estate Planning
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Alan GassmanGuest Expert: Alan Gassman, J.D., LL.M., Gassman Law

In this webinar Alan Gassman, J.D., LL.M., board-certified estate planning and trust lawyer for the mathematics of estate tax planning, covered many essential concepts on the mathematics of estate ...

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Discussions & Comments

Missy Davis 2 years 11 months ago
A few comments from listeners:

Allan's presentation was amazing! Definitely a reminder to 'lawyer up' when it comes to estate planning and trusts. One of the best presentations I've ever seen and I'm 67 years old. :)
- Russell F.


"Alan's was great.
Try to have him again."
- Adam H.
A few comments from listeners:

Allan's presentation was amazing! Definitely a reminder to 'lawyer up' when it comes to estate planning and trusts. One of the best presentations I've ever seen and I'm 67 years old. :)
- Russell F.


"Alan's was great.
Try to have him again."
- Adam H.

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In this webinar Alan Gassman, J.D., LL.M., board-certified estate planning and trust lawyer for the mathematics of estate tax planning, covered many essential concepts on the mathematics of estate tax planning to include identify how the estate tax will impact families having between seven and ten million dollars in assets, recall the mathematics of gifting versus selling, recall the mathematics of qualified personal residence trusts, recall the mathematics of an installment sale to a defective grantor trust, and summarize planning strategies for families having an excess of 100 million dollars in assets.