What You'll Learn

In this session, Alan Gassman, JD, LLM will cover these key topics:

1. Techniques for reducing estate tax exposure:
   1. Valuation discounts for minority interests.
   2. Lifetime exemption planning.
2. Income tax considerations
   1. Step-up in basis rules and their impact.
   2. Roth conversions and tax-efficient retirement account distributions.
   3. Planning for highly appreciated assets.
3. Navigating state-level taxes:
   1. States with estate and inheritance taxes.
   2. State-specific planning strategies.
4. Using life insurance to offset tax liabilities
   1. Structuring policies for estate tax liquidity.
   2. Tax advantages of permanent life insurance.