This four-session masterclass led by highly respected estate planning attorney Alan Gassman is designed to equip financial advisors with advanced estate planning strategies through engaging, case-study-driven presentations. Each session will provide actionable insights, leveraging EstateView software to demonstrate the quantitative impact of various planning techniques. Advisors will gain practical knowledge to help clients optimize wealth transfer, minimize taxes, and achieve their estate planning goals.
Details:
- Duration: Four sessions, each including a 1.5-hour presentation followed by a 30-minute live Q&A.
- Dates: May 20, 27, June 3, 10.
- Format: Interactive PowerPoint presentations, with EstateView software used to illustrate key concepts and strategies.
- Exclusive Bonus: Participants who purchase the EstateView program will be invited to monthly "Case of the Month" calls for ongoing learning and discussion.
Continuing Education Credits:
Each session will be approved for CE credits for the CFP designation, as well as for those requiring IAR and CPE credits, ensuring advisors stay compliant while enhancing their expertise.
The program is also approved for CLE credits for lawyers in Florida. It is pending approval for NY lawyers.
Join us for this in-depth series to elevate your estate planning knowledge!
Total CE Credits:
Estate Planning Masterclass #1: When to Refuse a Windfall: Strategic Disclaimers, Timing, and Irrevocable Consequences Wed, May 20, 2026 | 12:00 PM - 02:00 PM ET (including Q&A) | View Agenda |
Estate Planning Masterclass #2: Estate Planning for Digital Assets and Real Estate Trusts Wed, May 27, 2026 | 12:00 PM - 02:00 PM ET (including Q&A) | View Agenda |
Estate Planning Masterclass #3: Best Estate Planning Ideas for Clients with $2–$5 Million Wed, Jun 03, 2026 | 12:00 PM - 02:00 PM ET (including Q&A) | View Agenda |
Estate Planning Masterclass #4: The Estate Plan That Actually Survives Wed, Jun 10, 2026 | 12:00 PM - 02:00 PM ET (including Q&A) | View Agenda |