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Estate Planning
Estate Tax Planning from N to Z with Alan Gassman
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Alan GassmanGuest Expert: Alan Gassman, J.D., LL.M.,

In this webinar, Alan Gassman Estate covered the “other half” of the primary estate tax planning techniques commonly used to enable affluent families to avoid or eliminate federal state tax. T...

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Discussions & Comments

Missy Davis 1 year 9 months ago
A few comments from listeners when they were asked what the learned from the webinar:

3 step process of forming LLC, then selling non-voting interest to SLAT and then having SLAT issue interest only SCIN
- Heath J.

good explanation of SLATs which is the new estate planning technique that we are seeing a lot.
- John B.

QPRTs - not an area we've discussed with clients much.
- Todd T.

He opened my eyes to concepts I had never considered.
- Paul L.

Great - and needed - refresher on SCINs and SLATs, and fascinated by the advanced strategies to reduce estate taxes... I need to learn more of this
- Kirsten H.
A few comments from listeners when they were asked what the learned from the webinar:

3 step process of forming LLC, then selling non-voting interest to SLAT and then having SLAT issue interest only SCIN
- Heath J.

good explanation of SLATs which is the new estate planning technique that we are seeing a lot.
- John B.

QPRTs - not an area we've discussed with clients much.
- Todd T.

He opened my eyes to concepts I had never considered.
- Paul L.

Great - and needed - refresher on SCINs and SLATs, and fascinated by the advanced strategies to reduce estate taxes... I need to learn more of this
- Kirsten H.

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In this webinar, Alan Gassman Estate covered the “other half” of the primary estate tax planning techniques commonly used to enable affluent families to avoid or eliminate federal state tax. The techniques covered in this segment included the installment sale to a grantor trust, Self-Canceling Installment Notes, Private Annuities, and Qualified Personal Residence Trusts. This was an overview of these techniques in preparation for a deeper dive to occur in later segments. The educational process will be enhanced by live computerized images that respond to toggles and dials, enabling attendees to instantly see the results of the applicable techniques and their variations.