Webinar Registration

Alphabet Soup: Planning With LLCs, IDGTs, GRATs, & Other Acronyms

Thursday, June 1, 2023 at 1:00 PM ET

Estate Planning Attorney

Alan Gassman, J.D., LL.M.

Gassman Law

During this presentation estate planning attorney Alan Gassman will be reviewing Estate Planning Definitions, LLC planning errors, Grantor Retained Annuity Trust (“GRAT”), Qualified Personal Residence Trust (“QPRT”), Charitable Lead Annuity Trust (“CLAT”), and more.

This 60-minute presentation will cover many essential concepts to include:

Review the Federal Tax Exempt.
Develop an understanding for portability.
Review of Estate Tax Planning Techniques.
Develop a basic understanding for tax exclusive nature of estate and gift tax.

Register for Webinar

Complete the form below

Name

First Name *

Last Name *

Email Address *

Which best describes you? *

Who invited you?

State

City

ZIP Code

Phone Number

What are your designations (e.g. CFP or CLU)?

Please provide your CFP ID #

A CFP ID number will be required in order to receive CE credit for this webinar.

Your B/D or RIA

Do you have a trusted mortgage advisor to serve your clients?