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Charitable Remainder Trusts from A to Z
Guest Expert: Alan Gassman, J.D., LL.M., Gassman Law
Date:
Attendee's Excellent Rating: 93%
Webinar Replay Description

In this webinar, nationally renowned estate planning attorney Alan Gassman, Esq. covered both simple and complicated Charitable Remainder Annuity Trusts ("CRATs") and Charitab

Attendees Comments:

A few comments from listeners when they were asked what the learned from the webinar:

Alan Gassman's presentation increased my interest in the Norte Dame Tax Institute. I need to look into this.
- Mark Z.

flip nimcrut --IRA to LLC for 20 yr distrib delay -- combine CRT with DAF -the higher the interest rate the lower the remainder interest -pitfalls of a CRT
- Tom D.

Good review of CRT processes
- John S.

I do not have much experience with CRUT's and CRAT's, it was very informative.
- John M.
Alan is Brilliant! His knowledge is second to none and the strategies that he has illustrated, while complex, are very powerful for the right client situation.
Comments
A few comments from listeners when they were asked what the learned from the webinar:

Alan Gassman's presentation increased my interest in the Norte Dame Tax Institute. I need to look into this.
- Mark Z.

flip nimcrut --IRA to LLC for 20 yr distrib delay -- combine CRT with DAF -the higher the interest rate the lower the remainder interest -pitfalls of a CRT
- Tom D.

Good review of CRT processes
- John S.

I do not have much experience with CRUT's and CRAT's, it was very informative.
- John M.

slevin@wescott.com

Fri, 12/13/2024 - 13:33

Comments
Alan is Brilliant! His knowledge is second to none and the strategies that he has illustrated, while complex, are very powerful for the right client situation.
Charitable Remainder Trusts from A to Z 09-25-2024