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The Power of Qualified Personal Residence Trusts (QPRTs)
Guest Expert: Alan Gassman, J.D., LL.M., Gassman Law
Date:
Attendee's Excellent Rating: 88%
Webinar Replay Description

Join estate planning expert Alan Gassman, Esq.

Attendees Comments:

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

More understanding of the QPRT, especially the variations on the strategy.
- Nola K.

QPRTs can be an effective way to freeze the value of a personal residence and gift it with a discount. Alan is no "dummy" to be sure! He is a very good communicator, explaining complex topics in simple terms.
- David R.

The breadth of knowledge and ability to apply this knowledge that estate tax planners need to address specific client situations. This was a fine presentation that made me uncomfortable in a good way. I have some deficiencies in my skill set. have some work to do to.
- Mark Z.

Though I was aware of many of my clients' parents in Brooklyn putting their residence into a trust, I did not fully understand the mechanics of the QPRT. I now understand why my clients in California and Florida do not use this mechanism.
- Alan S.
Comments
A few comments from listeners when they were asked what the learned from the webinar:

More understanding of the QPRT, especially the variations on the strategy.
- Nola K.

QPRTs can be an effective way to freeze the value of a personal residence and gift it with a discount. Alan is no "dummy" to be sure! He is a very good communicator, explaining complex topics in simple terms.
- David R.

The breadth of knowledge and ability to apply this knowledge that estate tax planners need to address specific client situations. This was a fine presentation that made me uncomfortable in a good way. I have some deficiencies in my skill set. have some work to do to.
- Mark Z.

Though I was aware of many of my clients' parents in Brooklyn putting their residence into a trust, I did not fully understand the mechanics of the QPRT. I now understand why my clients in California and Florida do not use this mechanism.
- Alan S.
The Power of Qualified Personal Residence Trusts (QPRTs) 10-02-2024