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Join highly respected estate planning attorney Alan Gassman, J.D., LL.M. for the mathematics of estate tax planning. There has been much confusion and need for understanding with respect to what works and doesn’t work in the world of estate tax planning. In particular, individuals and families not yet affected by the estate tax should understand why they need to act now and not after it is too late.

This 60-minute presentation will cover many essential concepts on the mathematics of estate tax planning to include:

  • Identify how the estate tax will impact families having between seven and ten million dollars in assets
  • Recall the mathematics of gifting versus selling
  • Recall the mathematics of qualified personal residence trusts
  • Recall the mathematics of an installment sale to a defective grantor trust
  • Summarize planning strategies for families having an excess of 100 million dollars in assets


*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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