Join Alan Gassman, a brilliant estate planning attorney, for a review of several important estate planning concepts. Alan will use the EstateView software he, and other estate planning experts, have created.
Participants will learn the following.
- How the time value of money will impact an estate plan and retirement planning.
- Whether a credit shelter trust is preferable over a portability election and in what circumstances.
- How the reduction of the estate tax exemption by ½ in 2026 could impact a moderately affluent family.
- How to project and illustrate installment sales to a grantor trust.